Matthew Aurenz

ChFC®, NSSA®

Private Wealth Advisor

matthew-aurenz-new

About Matthew

I originally decided to join Hilltop because I saw it as an opportunity to channel my passion for finance and investing into serving others. I continue to be inspired by the firm’s innovative approach to solving complex financial challenges, moving beyond conventional investment plans. While here at Hilltop, I’ve been able to deepen my knowledge of financial planning, earn financial designations, establish a tax department, provide estate planning solutions, and incorporate top-notch financial tools to meet our clients’ needs and expectations.

My current role at Hilltop allows me to strategically guide our clients through intricate financial decisions that align with their values, goals, and family legacy. I take joy in forming partnerships with clients and celebrating their successes along the way.

My passion for helping others springs from a deep-seated desire to see people thrive. I find immense fulfillment in serving others, increasing their likelihood of success, and making a positive impact on their lives through comprehensive financial planning.

Credentials

Areas of Expertise: 

Portfolio management, tax planning, retirement income distribution planning 

Education: 

Bachelor of Science in Finance 

Membership: 

National Social Security Association, LLC 

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Questions & Answers

Most effective saving tip:
Give, save, spend.  Don’t reverse the order. 
People who have hope in every circumstance.
Running, baseball, golfing, playing guitar.
You can accomplish a lot when you don’t care who receives the credit.
Fire Chief like my grandfather.

What Our Clients Are Saying About Matthew

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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