When it comes to planning for retirement, the people behind the process matter just as much as the strategies themselves. Retirement is about more than numbers on a page. It is about your future lifestyle, your goals, your family, and the financial decisions that help support the life you want to live.
At Hilltop Wealth & Tax Solutions, clients work with a group of experienced professionals who bring different backgrounds, skills, and perspectives to the table. Together, they help individuals and families make informed decisions about retirement income, tax planning, investments, and long-term financial goals.
In this article, we’d like to introduce some of the people who make up our retirement planning team and explain how our collaborative approach supports our clients every step of the way.
Why the Right Team Matters
Many people think of retirement planning as a one-time event. In reality, it is an ongoing process that often spans decades. Your financial situation may change over time, and your retirement strategy may need adjustments along the way.
That is why having access to experienced financial professionals can make a meaningful difference. Instead of working with a single individual behind the scenes, Hilltop Wealth & Tax Solutions brings together advisors, tax specialists, client service professionals, and strategic partners who work toward a common goal: helping clients pursue financial clarity and long-term success.
Meet the Advisors at Hilltop Wealth & Tax Solutions
Our advisors bring years of experience and a commitment to helping clients prepare for retirement and beyond.
Erik Brenner
As CFP, President, CEO, and Private Wealth Advisor, Erik Brenner serves as one of the leaders at Hilltop Wealth & Tax Solutions. He works closely with clients to develop personalized retirement and wealth management strategies, taking the time to understand their goals, concerns, and priorities. Erik’s approach centers on building lasting relationships and helping clients make informed decisions about their financial future.
Erik’s approach centers on building lasting relationships and helping clients make informed decisions about their financial future.
Cliff Hawkins
As ChFC, MS, NSSA, Partner, and Private Wealth Advisor, Cliff Hawkins brings extensive experience and insight to the planning process. He works with clients to address retirement income needs, investment strategies, and financial planning considerations. Cliff enjoys helping clients understand their options and providing guidance that aligns with their individual circumstances.
Elizabeth Foley
Elizabeth Foley serves as a CFP, CRPC, and Private Wealth Advisor. She plays an important role in helping clients work toward their retirement goals and understands that financial planning can feel overwhelming at times. Elizabeth believes in creating a welcoming environment where clients feel comfortable asking questions, and her focus on communication and personalized service helps clients stay informed throughout the planning process.
Matthew Aurenz
Matthew Aurenz serves as a ChFC, NSSA, and Private Wealth Advisor. He works closely with individuals and families who are preparing for retirement or already living in retirement. His goal is to help clients evaluate their financial picture and identify opportunities that support their long-term objectives. Matthew values building relationships based on trust, education, and thoughtful planning.
William Davis
As a Private Wealth Advisor, William Davis brings a client-focused approach to financial planning. He works with clients to address retirement income strategies, wealth management concerns, and financial goals that extend beyond retirement. His commitment to understanding each client’s unique situation allows him to provide guidance tailored to their needs.
Tareq Jallaf
With an MBA and a role as Private Wealth Advisor, Tareq Jallaf helps clients make informed financial decisions as they prepare for the future. He believes successful planning starts with understanding a client’s goals and creating a strategy that reflects those priorities. Tareq enjoys helping clients gain a clearer understanding of their financial options and opportunities.
Tyler Bolla
Tyler Bolla is a CFP, holds a B.S. degree, and serves as a Private Wealth Advisor. He works alongside clients to help them plan for retirement and address important financial decisions. Tyler is passionate about helping individuals and families create strategies that support both their current needs and future goals, and his commitment to client service reflects the values that guide the entire Hilltop team.
More Than Advisors: The Team Behind the Team
While our advisors often serve as the primary point of contact, they are supported by many dedicated professionals working behind the scenes.
Our client service team plays a major role in delivering a positive experience for every client. From scheduling appointments and answering questions to assisting with paperwork and account updates, these team members help keep everything moving forward.
Clients often interact with our client service professionals throughout their relationship with Hilltop. Their responsiveness and attention to detail help create a seamless experience from start to finish.
The Importance of Tax and Accounting Support
Retirement planning and tax planning often go hand in hand. Decisions made today can have tax implications for years to come.
That is why Hilltop Wealth & Tax Solutions is supported by a dedicated tax and accounting team. These professionals help provide insight into tax-related considerations that may affect retirement income, distributions, and broader financial planning decisions.
By working together, our advisors and tax professionals can help clients evaluate financial decisions through multiple lenses, creating a more complete planning experience.
Working With Tax Strategy Partners
In addition to our internal team, Hilltop Wealth & Tax Solutions collaborates with trusted tax strategy partners. These professionals bring specialized knowledge that may help address more complex planning situations.
Whether a client is evaluating retirement income strategies, business-related planning opportunities, or tax-efficient approaches to wealth management, our strategic relationships allow us to draw from a broad range of experience and perspectives.
This collaborative model allows the retirement planning team to provide thoughtful guidance while considering many aspects of a client’s financial life.
A Collaborative Approach to Retirement Planning
One of the things that sets Hilltop Wealth & Tax Solutions apart is the way our team works together. Rather than approaching financial planning from a single viewpoint, our advisors collaborate with support staff, tax specialists, and strategic partners to create a well-rounded client experience.
This team-based philosophy allows us to look at retirement planning from multiple angles while keeping the client’s goals at the center of every conversation.
Our financial professionals understand that retirement planning is not just about reaching a certain age or account balance. It is about helping clients prepare for the lifestyle they envision and the legacy they hope to leave behind.
Building Relationships That Last
We believe strong relationships are built through communication, education, and personalized service. We take the time to get to know our clients and understand what matters most to them.
The Hilltop advisors work alongside a talented group of professionals who share a commitment to helping clients feel informed and supported throughout their financial journey.
Whether you are just beginning to think about retirement or looking for guidance after you have already retired, our team is here to help you evaluate your options and make informed decisions for the future.
Partner With the Hilltop Wealth & Tax Solutions Team
Retirement planning is a journey, and having the right people by your side can make all the difference. At Hilltop Wealth & Tax Solutions, our advisors, client service professionals, tax and accounting team, and strategic partners work together to help support your financial goals.
If you are looking for experienced financial professionals who take the time to understand your unique situation, contact Hilltop Wealth & Tax Solutions today. Schedule a conversation with our team and learn how our personalized approach can help you prepare for the retirement you envision.
This update is not intended to be relied upon as forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this letter are derived from proprietary and nonproprietary sources deemed by Hilltop Wealth & Tax Solutions to be reliable. The letter may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecast made will materialize. Additional information about Hilltop Wealth Solutions is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-115255. Hilltop Wealth Solutions is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting, or tax advice.
