For every need
Our goal is to provide solutions tailored to meet your specific objectives – ideas you may not have considered and service that exceeds your expectations. As a client, you will have access to our full-service wealth management platform to build unique investment plans and portfolios.
Meet Our Wealth Management Team
David E. Geschke
CEO & President of HTIN | Director of Retail for Hilltop Securities Inc.
David E. Geschke is the CEO and President of HilltopSecurities Independent Network and Director of Retail for HilltopSecurities Inc. He is responsible for the oversight of the firm’s private client gr…
Head of HilltopSecurities Independent Network
Will Nelson is Head of HilltopSecurities Independent Network, responsible for the oversight of Wealth Management’s independent advisors, insurance office, retail operations and recruitment. He has mor…
Managing Director, Products and Solutions
As Managing Director, Wealth Management Products and Solutions, Anton Berends is responsible for expanding HilltopSecurities’ insurance and advisory services efforts, as well as delivering services fo…
Chief Compliance Officer of HilltopSecurities
Mike Cogliano is Chief Compliance Officer of HilltopSecurities over Retail, AML, Clearing and Licensing and Registration. He is a Certified Regulatory and Compliance Professional (CRCP), responsible f…
SVP & Regional Director, Gulf Coast
Steve Jones is Senior Vice President, Regional Director for HilltopSecurities Private Client Group (PCG). Mr. Jones oversees the division’s Gulf Coast branches and assists branch managers with practic…
Regional Director, Pacific Coast | SVP, Practice Management
Alan Lennick serves as Pacific Coast Regional Director for HilltopSecurities’ Private Client Group and Senior Vice President (SVP), Practice Management. As Regional Director, Mr. Lennick consults with…
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Evaluate investment growth by asset and sector. Explore tools to help you build a stronger financial foundation.