Erik Brenner

CFP®

President, CEO, & Private Wealth Advisor

Erik-Brenner-New

About Erik

Guided by my entrepreneurial drive and a strong desire to help others, I chose to embark on a career in financial planning following the sale of our family business. This pivotal life transition led me towards establishing my own financial planning firm, a decision I reflect on as immensely rewarding.

My journey at Hilltop originally began with a background in financial advising within a broker-dealer firm. Over time, leading to a decision to prioritize family balance over corporate advancement. Here at Hilltop, I’m fortunate to blend leadership and client advisory responsibilities. I enjoy shaping the firm’s future vision and strategies, while providing personalized financial guidance to select clients.

With over 30 years of experience, I’ve assisted thousands of individuals in integrating retirement, tax, and estate strategies, ensuring comprehensive financial wellness. Guiding others through life transitions is my passion; I find fulfillment in witnessing both my team and clients succeed.

Credentials

Affiliations:

Member of the Ed Slott Elite Advisor Group, CFP, FPA (financial planning association member)

Areas of Expertise:

Wealth & Tax Preparation

Education:

Attended Indiana University at South Bend, IN, and completed the educational requirements to be a CERTIF

Leadership:

Vice President of Family Business, American Express Financial Advisors, Ameriprise District Manager, and Founder of Hilltop Wealth & Tax Solutions  

Questions & Answers

Most effective saving tip:
Start young and save 10% of your income and never leave company matches unclaimed and save at least half in a tax-free strategy.  You will not regret Tax Free Retirement Income.   
My Father. If I had a day off school, I would go to work with him at his business.   He taught me work ethics, how to lead people, and most importantly how to treat people.   
Finding a good bottle of red wine and a great steak for under $100. Wow! That is a great dinner.   
Seeing my clients’ satisfaction when they reach their financial goals. 
My wife and I love wine tasting, and favor Napa Valley wines.  We also love art shows and travel, or just hanging around our pool during a hot summer day. Golf is a hobby and a passion. I’m consistently working on my game. I loved the golf trip with my youngest son, who has played since he was little and played in college. We have played a lot of great courses, but playing in Scotland was the best.
If you put your mind to it and work hard enough, it will happen. Do not give up!
Helping others in so many ways. 
This is a great career. It is so gratifying that we get to help people each day.  There are so many more career opportunities within our field, whether you want to be a financial advisor or work on a team, providing support. The opportunities have expanded tremendously over the years. It’s important to explore these options to see what suits your strengths.
What do you want to be when you grow up? I went to work at my father’s business at a young age and filed my first tax return at age 12. I knew that I wanted to be an entrepreneur like my father (and not work for someone else!)
I bring a positive attitude, and really thrive on learning something new every day.   
Motivated, Self-Starter, Fun.

What Our Clients Are Saying About Erik

Sue Mason
3 weeks ago
Erik was very helpful and explained our next steps before year end. I was satisfied with our conversations and felt he heard my concerns.
Response from the owner:Sue, thank you for sharing your experience! We’re glad to hear Erik took the time to address your questions, listen to your concerns, and help you prepare for the months ahead. We appreciate your thoughtful feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Scott Bovenkerk
4 months ago
Working with Erik Brenner has been one of the best financial decisions We've made. He brings a rare combination of deep expertise, clear communication, and genuine care for his clients’ long‑term success. Erik takes the time to understand our goals, explains complex financial and tax strategies in a way that’s easy to grasp, and consistently offers thoughtful guidance that feels tailored—not generic. What stands out most is his proactive approach. Erik doesn’t just react to changes in the market or tax laws; he anticipates them and helps me stay ahead. We always feel informed, supported, and confident in the plan we’ve built together. If you’re looking for a financial advisor who is knowledgeable, trustworthy, and truly invested in your financial well‑being, we highly recommend Erik and the team at Hilltop Wealth & Tax Solutions.
Response from the owner:Scott, thank you for taking the time to share such thoughtful feedback. We’re glad to hear that Erik’s approach to communication and planning has been helpful in supporting your goals. Providing clear, proactive guidance and a personalized experience is what we strive for, and we truly appreciate your trust and recommendation. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Sue Mason
5 months ago
I have been very pleased with our years of service from Hilltop. We work specifically with Erik.
Response from the owner:Sue, thank you for your continued trust over the years! We’re glad to hear you’ve had a positive experience working with Erik and appreciate you taking the time to share your feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Larry B
6 months ago
I've been a Client of Hilltop and Erik for many years. I meet with him twice a year and he always insures I'm comfortable with the performance of my portfolio and answers any questions I might have. If I every have a question at any time all I need do is call or email for a quick answer. I've been retired for almost 12 years and drawing off my portfolio during that time. I'm happy to say that I have far more money now than I did when I retired. So if you are looking for investment services look no further.
Response from the owner:Larry, thank you for your many years of trust and for sharing your experience. We’re glad to hear that your regular meetings with Erik continue to provide clarity and confidence, and that you feel supported whenever questions come up. We truly value the long-term relationships we build with clients like you. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Kevin M
6 months ago
We have meet with Erik and his team several times and they have been great to work with and very informative.
Response from the owner:Thank you, Kevin! We’re glad to hear your meetings with Erik and the team have been informative and enjoyable. We appreciate the opportunity to work with you. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
SUNCOAST PICKS
8 months ago
Eric has been taking care of financial needs for many many years before retirement and still after ,,need advice in a hurry Hilltop is always a call away with quick response to your question,Thank you Eric and staff Larry and pj.
Response from the owner:Thank you, Larry and PJ! We truly appreciate the many years you’ve trusted Erik and the Hilltop team, both before and after retirement. Being available when questions come up is something we take seriously, and we’re glad to know that support has made a difference for you. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Scott Jackson
9 months ago
As usual, Eric was able to answer all our questions and help us with an IRA to Roth conversion.
Response from the owner:Thank you, Scott! We’re glad to hear Erik was able to help answer your questions and guide you through your Roth conversion. We appreciate your continued trust in the Hilltop team! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Cynthia Postma
10 months ago
Had a great meeting at Hilltop with Erik! Came away feeling thankful and positive about our financial future. Thank you Erik!
Response from the owner:Thank you, Cynthia! We’re happy to hear your meeting with Erik left you feeling positive about the path ahead. We appreciate your trust and kind words! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Sarah Fine
1 year ago
Eric Brenner and his staff are always friendly, knowledgeable, and professional.They are patient in answering your questions and explaining your financial options and helping you set financial goals tailored to your needs.
Response from the owner:We really appreciate you taking the time to share this, Sarah! It’s great to hear that Erik and the team have made you feel supported and informed. Clear guidance and a personal approach are what we aim for—thank you for recognizing that. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Norman Drenten
1 year ago
Very happy with Erik's selection of investment opportunities over the years. They have grown in value several fold which ensures our position for a comfortable retirement.
Response from the owner:Thank you, Norman! We’re so glad to hear that Erik’s investment guidance has supported your long-term goals. It’s an honor to be part of your retirement planning journey, and we truly appreciate your continued trust over the years. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Always learn something when we meet with Erik. He knows the business and is always helpful with his knowledge.
Response from the owner:Thank you for the 5-star review, Tracy! We're honored to support your financial journey and are glad you've had a positive experience with our team. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
MIke Chaffee
1 year ago
Erik is very detailed and through with his explanations of your personal finances. More that willing to answer questions in Laymans terms. We would recommend and have recommended Erik to others.
Response from the owner:We appreciate your 5-star rating, Mike! It’s always encouraging to hear that our approach is making a difference. Thank you for your thoughtful feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Ed Mullis
1 year ago
Erik has been instrumental in helping us with our financial planning. Meets every 6 months without fail. Excellent follow-up. Great team.
Response from the owner:Thank you for the review, Ed! We're honored to support your financial journey and are glad you feel positive about your experience with our team. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Rich Dotson
1 year ago
My wife and I have worked with Erik Brenner and the Hilltop team for years and have always been impressed and pleased with the service and results we get. Erik has gone above and beyond to accommodate us any way he can and his team has always been service-minded and very responsive. Erik is careful to listen to our needs and provides the service that has help us grow substantially over the years. We recommend Hilltop to anyone who is looking for growth, timely and expert advice and a variety of investment choices. Rich and Pam Dotson
Response from the owner:Rich, on behalf of the Hilltop team we truly appreciate your kind words! We're thrilled to know we make a positive impact. It's our goal to guide clients toward a secure financial future! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Nelson Weaver
1 year ago
Jan and I have worked with Erik for at least 20 years or more. His advice has kept us secure financially in our retirement years.
Response from the owner:Thanks for sharing your experience, Nelson! Helping our clients feel confident in their financial decisions is what we strive for every day. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Arturo POZOS
1 year ago
We have been with Erik Brenner for over 20 + years. If that isn’t a great testimonial in and of itself I don’t know what would be. He has taken great care of us. Always answers our questions and explains everything throughly. I highly recommend Hilltop to anyone. If we could give them more than 5 stars we would.
Response from the owner:Arturo, thank you so much for your kind words! We're thrilled to know we could make a positive impact. It's our goal to guide clients like you toward a secure financial future! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Jim Tucci
1 year ago
Erik, Marla, Tawny and the Hilltop team are simply the best at what they do… They’re good listeners, they support your goals and objectives and they are always available when you need them. I have worked with Erik and his team for years and truly appreciate their diligence, their focus and their responsiveness. I would highly recommend meeting with them personally if you are looking for a reputable firm to handle your investments, taxes and estate planning.
Response from the owner:Thank you for recommending our team! We're so glad to hear that you enjoy your experience. Providing tailored support to every client is our commitment. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
sharon engstrom
1 year ago
My husband and I have been clients of Erik Brenner for many years; we trust his advice and greatly appreciate all he has done for us to be comfortable in our retirement years. Sharon Engstrom
Response from the owner:Sharon, we're so glad to hear you enjoy your experience with our team! We're grateful for your trust in Hilltop. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
I would definitely recommend Erik as a financial advisor/planner to my family and friends without hesitation. Actually, all four of my brothers and sisters already are associated with Erik to address their retirement strategies and goals! Erik takes the time to understand my wife's and my financial goals and personal situations, designing a custom-tailored plan that truly addresses our needs. Erik is incredibly knowledgeable and up to date on current and relevant market trends which gives us great confidence in his advice. Erik is an extremely good listener and patiently answers all our questions, ensuring we feel comfortable with each of our decisions. His communication is exemplary as well as timely and we always feel well-informed and supported throughout the process. Erik is always thoughtful, caring, respectful, genuine and sincere with some obvious great family values. We are very grateful to have such a trusting professional relationship with Erik and that is rather comforting in this age of uncertainty.
Response from the owner:Thank you for sharing your journey, Jeff! We greatly appreciate our clients referrals and take honor in supporting clients like you to achieving financial peace of mind. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Maureen Smith
5 years ago
We interviewed several investment advisors and chose Hilltop Wealth Solutions. We have done very well with them and do not regret it one second. Erik Brenner and his team are very attentive. Their goal-based approach ensures peace of mind.
Photo from customer review

The following reviews are based on experiences from current clients. No compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more exclusion criteria.

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