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. 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®

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor

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Josh Moeller, CSCS®

Josh Moeller, CSCS®

Partner & President

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Rebecka Pratt, CLU®

Rebecka Pratt, CLU®

Private Wealth Advisor

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Arian Nelson, CFP®

Arian Nelson, CFP®

Private Wealth Advisor

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Amanda Bassford

Amanda Bassford

Associate, Client Services

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Caitlin Beltran, SHRM-CP®

Caitlin Beltran, SHRM-CP®

Operations Manager

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Morgan Hoekstra

Morgan Hoekstra

Executive Administrator

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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.
Hill Island Financial - Best and Brightest Companies to work for in West Michigan

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.