Hilltop Wealth & Tax Solutions Information
Contact top employees from
Hilltop Wealth & Tax Solutions
Summary
Hilltop Wealth & Tax Solutions has been in the industry for 37 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 13. To connect with Hilltop Wealth & Tax Solutions employee register on SignalHire.
Organization Website | hilltopwealthtax.com |
Phone Number | (574)889-7526 |
Industries | |
Headquarters Location | 4100 Edison Lakes Pkwy, Mishawaka, Indiana, 46545 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Financial Planning, Retirement Planning, Financial Services, Investment Management, Portfolio Management, Asset Management, Wealth Advisory, Financial Advisory, Holistic Financial Planning, Retirement Income Strategy Expert, Distribution Strategist, Legacy Planning, Goal-Based Modeling, Quantitative Investment Strategies, Client Education Services, Tax Preparation |
Founded | 1989 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Hilltop Wealth & Tax Solutions shows a diverse range of experience levels:
18% for 1–2 years9% for 3–4 years18% for 5–7 years9% for 8–10 years45% have over 11 years of service at Hilltop Wealth & Tax SolutionsContact top employees from
Hilltop Wealth & Tax Solutions
Erik Brenner
CEO, President and Founding Partner
Melissa Johnston
First Impressions Coordinator
Cliff Hawkins
Partner & Private Wealth Advisor at Hilltop Wealth & Tax Solutions
Jennifer Whitmer
Part Time Accountant & Operations Specialist
Tawny Holcomb
Client Relationship Manager
Brenner Ullery
Administrative Assistant
Matt Aurenz
Private Wealth Advisor / Director of Wealth Management
Elizabeth Foley CFP®
Partner and Private Wealth Advisor
William Davis
Private Wealth Advisor
Kimberly Crews
Client Relationship Manager
Tareq Jallaf
Private Wealth Advisor
Taylor Nichols
Marketing & Business Development Manager
Similar Companies
FAQ
Hilltop Wealth & Tax Solutions operates in the Finance industries. More details can be found on the official website: hilltopwealthtax.com.
The headquarters of Hilltop Wealth & Tax Solutions are located in Mishawaka, United States.
You can contact Hilltop Wealth & Tax Solutions by phone at (574)889-7526.
Hilltop Wealth & Tax Solutions currently employs 10-50 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
