The HillTop Team
With Over 100 Years Of Combined Wealth Management Experience.

Advisor Team

Erik Brenner
CFP®, NSSA®

Founding Partner, CEO/President

Erik Brenner, a financial advisor since 1993, is the president and founder of Hilltop Wealth Solutions.

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CFP®, NSSA®

President, CEO, and Private Wealth Advisor

Elizabeth Foley
CFP®, CRPC®

Private Wealth Advisor

Beth Foley has been a financial advisor for almost 30 years, and joined the Hilltop Wealth Solutions team in 2011.

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CFP®, CRPC®

Private Wealth Advisor

William Davis

Private Wealth Advisor

Bill Davis has been a financial advisor for more than 20 years, and integrated his practice with Hilltop Wealth Solutions in 2009.

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Private Wealth Advisor

Matthew Aurenz
ChFC®, NSSA®

Private Wealth Advisor

Matt Aurenz joined Hilltop Wealth Solutions in 2002 and leads the firm’s investment efforts.

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ChFC®, NSSA®

Private Wealth Advisor

Cliff Hawkins, ChFC®, NSSA®

Private Wealth Advisor

Cliff Hawkins joined Hilltop Wealth Solutions in 2020 and integrated his practice with the firm.  He has over 15 years of experience and a commitment to providing an exceptional client experience.  Having a client-first mentality is a cornerstone of his belief system.

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ChFC®, NSSA®

Private Wealth Advisor

David Phillips

Insurance Planner

David partnered with Hilltop Wealth Solutions in 2022 to serve clients with Insurance Planning as integrated into a wholistic financial plan.

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Insurance Planner

Laura Dennison

Licensed Insurance Agent

Laura Dennison joins Hilltop Wealth Solutions from HealthMarkets where she has worked since 2014 where she served senior citizens in early retirement and Medicare planning.

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Licensed Insurance Agent

Tawny Holcomb

Client Services Director

Tawny is a Client Relationship Manager in the firm, she works closely with Erik Brenner, Matt Aurenz, Cliff Hawkins and their clients.

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Client Services Director

Ashleigh McClure

Client Relationship Manager

Ashleigh is a Client Relationship Manager in the firm, she works closely with Beth Foley and Bill Davis and their clients.

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Client Relationship Manager

Marla Brenner

Paraplanner

Marla joined the firm in June of 2019.

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Paraplanner

Tareq Jallaf

Investment Operations Associate

Tareq plays a critical role in the functioning of our firm by monitoring accounts and investment allocations and managing client systems.

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Investment Operations Associate

Jennifer Whitmer

Accountant and Operations

Jennifer joined Hilltop Wealth Solutions in 2014, bringing more than 10 years of accounting experience to the team.

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Accountant and Operations

Brenner Ullery

Administrative Assistant

Brenner joined Hilltop Wealth Solutions in 2023 as an administrative assistant after graduating from Murray State University.

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Administrative Assistant

Taylor Nichols

First Impressions Coordinator

Taylor Nichols joined Hilltop Wealth and Tax Solutions in early 2023 as our First Impressions Coordinator. With over 5 years of client support service, she works with many universal vendors planning educational workshops, internal functions, and client events.

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First Impressions Coordinator

Kimberly D. Williams, MBA

Partner and Accountant

Kimberly D. Williams joined the Hilltop Tax Solutions team in 2020. She has been an accountant over 15 years with an expansive background in multiple industries and taxes. 

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MBA & E.A

Partner and Accountant

Megan Washington

Administrative Assistant
for Tax Services

Megan, the Executive Administrative Assistant at Hilltop’s Tax Solutions office, commenced her career in the tax field in 2019 and has been an integral part of the Hilltop team since.

More About Megan

Administrative Assistant 
for Tax Services

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A Strategic approach to investing can help you maximize your retirement income while minimizing your taxes.

With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.

Schedule a 30 minute call with Hilltop Today!

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.