A graduate of the University of Phoenix with a degree in business management, Chris holds series 6, 7, 63, 65, and 26 registrations with FINRA and is licensed in 22 states for securities and variable insurance products.
Chris Hilyer is the Founder and President of Heritage Wealth Solutions. A graduate of the University of Phoenix, he has applied his industry experience to a variety of firms in Phoenix. Before founding Heritage Wealth Solutions, Chris oversaw the training and development of new financial services representatives at Foresters Financial, serving as Assistant Vice President. More recently, Chris served as the Agency Vice President of Investments and Investment Specialist for previous broker-dealer MassMutual Phoenix, a General Agency of Massachusetts Mutual Life Insurance Company.
Turning his attention to his private wealth management clients, Chris opened Heritage Wealth Solutions in his home city of Phoenix, Arizona. Founded under the proposition that private financial matters are best conducted on a personal level, Heritage Wealth Solutions seeks to tailor the experience to each of its clients.
HOBBIES AND PERSONAL DETAIL
Most people find their passion in life through experiences or introductions to people that provide new outlooks. I am no different, except my passion was born from a family tragedy. With the passing of my father in 2006, I quickly learned how important is it to have a plan in place, or more importantly, the devastation when there is no plan at all. Since entering the financial industry, I have made it my personal mission to consult with individuals to help them prepare for their futures and help protect their goals. My passion may stem from a tragedy, but my mission is to help others avoid them.
I am a volunteer with Keep Our Desert Clean, Fresh Start Women’s Foundation, and a member of the Exchange Club of Scottsdale. I have volunteered in public-school districts where I have helped in classroom projects, parent-teacher nights, and ran educational workshops for teachers and staff for personal financial literacy. I have also volunteered with the Ronald McDonald House to cook meals for the families of the children receiving hospital care and with other community outreach programs cleaning up assisted living homes, Boys and Girls Clubs, and public beautification efforts.
Although I was born and raised in Washington State, my heart was always set on having sunshine and palm trees in my life. I relocated to Phoenix, AZ to escape the rain and haven’t looked back. In my leisure time, I am an avid college football fan and spend my Saturdays cheering for the Alabama Crimson Tide. Additionally, I have developed a love for travel and look to visit many more international locations in the future. I love the outdoors and enjoy hiking, mountain biking, and camping. It is a short-term goal of mine to see more of Arizona and the adventures this state has to offer my wife, Marisa, and our beautiful German Shepherd dog, Bella!
David graduated from Gonzaga University in 2000 and holds his series 7 and 66 registrations with FINRA and is licensed in the states of Arizona, Nevada, Colorado, Washington and New Jersey for securities and variable products. Licensed in Arizona, California, Nevada, Colorado, Washington and New Jersey for life, disability income insurance and long term care insurance products.
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me provide products and strategies designed to help meet their current needs, and more importantly, their future needs.
WORKING EXPERIENCE AND PERSONAL INFO
Prior to becoming a Financial Advisor, I worked with people who were trying to manage metabolic diseases. Life events have taught me there is a strong relationship between health and financial planning. My personal experience as a member of the “sandwich generation” is an example of how modern financial considerations impact the way many must plan for their financial future. My two children are blessed to have both sets of grandparents and a great grandmother. This also means that as my wife and I execute our plan to save for our retirement, we must also consider how funding educations for our children and the potential cost of elder care could affect our lives and plan. In my free time, I enjoy getting involved with my community at Saint Thomas the Apostle and spending time with my friends and family outside.
As a DePaul University graduate with a degree in marketing management, Aaron holds the series 7 and 66 registrations with FINRA. He is licensed to conduct securities business in Arizona and Illinois and licensed to conduct insurance business in Arizona and Illinois, offering life, disability income and long-term care insurance products.
Aaron was born and raised in the Chicagoland area and started his career with Edward Jones, followed by Western & Southern Financial. In 2018, Aaron transitioned to MML Investors Services where he joined the Heritage Wealth Solutions team as a Financial Services Representative.
Aaron’s interests include spending time with his three kids, which consumes most of his time outside of work. Additionally, Aaron volunteers extensively at BASIS Peoria Primary. Aaron also coaches youth sports, including his own children’s teams, at every opportunity, no matter what sport they want to play that season. Aaron’s enthusiasm for team sports led to his induction to the Illinois Basketball Hall of Fame in 2011 thanks largely for having played on a National Championship team in 1994. Outside of family commitments and volunteering, Aaron is passionate for hobbies such as trail running, hiking and riding bikes with his kids. Of course, let’s not forget about cheering for his hometown teams, the Cubs and the Bears.
Academics and Work Experience
Curt, although born and raised in Pennsylvania, is a graduate of Oklahoma State University and entered the investment industry nearly 25 years ago. In 1996, Curt joined AG Edwards and was an advisor there until 2008 when they were acquired by Wachovia Securities. Due to that acquisition, Curt sought out a new, long-term home for him and his clients and began his Raymond James affiliation in 2008. It was at this point; Curt registered as a Branch Principal in addition to being an advisor and continues in that role as a principal today for the Heritage Wealth Solutions team holding his Series 7, 9, 10, and 63 licenses as well as registration in 30 states. Curt is passionate about helping his clients plan for the future with a focus on retirement planning.
Hobbies and Personal Detail
Curt has been married to his wife, Laura, for 29 years and they have three children. Their identical twin boys attend Northern Arizona University in Flagstaff, AZ and their daughter attends the University of Colorado Boulder as a collegiate athlete playing soccer for the Buffaloes. In his leisure time, he enjoys hiking, skiing, and traveling.
Susi Wolin, our Branch Office Administrator, is the smiling face behind the friendly voice. A native of Canada, she has been in Arizona for almost 40 years. She attended the University of Phoenix and earned a Bachelor of Science/Business Administration degree, leading her to a varied career in technology, healthcare administration and the financial industries.
Susi’s previous financial experience, with Israel Bonds and Edward Jones, and her attention to detail provide the confidence our clients have come to rely on in exceeding their expectations with our office.
Susi is a student of yoga for over 40 years and is a Certified Yoga Teacher; practicing & teaching as often as she can. She has two grown children and a grandpup dachshund/terrier, named Bentley, who she says is the cutest!
Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with strategies for your unique situation. All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.
Registered to conduct securities business in these States: AZ, GA, NY, NC, WI, IL, WA, OR, CA, ID, NM, MA, CO, TX, NV, NJ, FL and WI
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.