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Matthew Aurenz Ameriprise Financial Advisor

Matthew Aurenz

ChFC®

Financial Advisor

with the practice of Erik Brenner

574.247.7777 | matthew.d.aurenz@ampf.com

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The Team

HILLTOP WEALTH SOLUTIONS

3340 Hickory Rd
Mishawaka, IN 46545-8803
574.247.7777

Advisors

Erik Brenner

Erik Brenner

Private Wealth Advisor

erik.w.brenner@ampf.com

574.247.7777

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William L Davis

William L Davis

Financial Advisor

with the practice of Erik Brenner

bill.l.davis@ampf.com

574.546.0300

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Sherry Cummings

Sherry Cummings

Financial Advisor

sharlene.k.cummings@ampf.com

574.246.0869

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Staff

Roxanne Lutz

Roxanne Lutz

Marketing Manager

574.247.7777 x103

roxanne.m.lutz@ampf.com

Craig Redfearn

Craig Redfearn

Planning Assistant

574.247.7777

craig.a.redfearn@ampf.com

Megan Semonis

Megan Semonis

Paraplanner

574.247.7777

megan.j.semonis@ampf.com

Matt Wold

Matt Wold

Business Development Manager

574.247.7777

matthew.v.wold@ampf.com

Christine Michael

Christine Michael

Client Service Coordinator

574.247.7777

Christine.a.michael@ampf.com

Ashlee Nemeth

Ashlee Nemeth

Receptionist

574.247.7777

ashlee.n.nemeth@ampf.com

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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