Meet Our Team
At Hill Island Financial, our dedicated team, supported by a low client-to-advisor ratio of 62:1, ensures personalized financial planning for every client. We pride ourselves on building strong, lasting relationships, offering tailored financial solutions. Based in Grand Rapids, MI, Our team’s deep commitment to your success transforms wealth management into a partnership, welcoming you as a valued member of the Hill Island Financial family.
Kevin Toler, CRPC®, APMA®
Partner & Private Wealth Advisor
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Josh Moeller, CSCS®
Partner & President
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Rebecka Pratt, CLU®
Private Wealth Advisor
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Arian Nelson, CFP®
Private Wealth Advisor
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Derik Lolli
Chief Marketing Officer
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Caitlin Beltran, SHRM-CP®
Operations Manager
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Amanda Bassford
Associate, Client Services
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Jacob VandenBosch
Associate, Operations Analyst
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Blake Appell, CFP®
Senior Associate, Client Services
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Hill Island Financial has been recognized as one of the Best and Brightest Companies to Work For for the fourth consecutive year. We’re proud of this accomplishment and feel it’s a testament to our commitment to fostering a workplace culture that promotes growth, happiness, and engagement among our team members.
Insights
Explore all the latest perspectives from our expert team
We provide trusted and timely resources to keep you up to date in an ever-changing economic and investment landscape.
