About | Meet Our Team

Caitlin Beltran, SHRM-CP®

Operations Manager


Call (616) 977-2639

Caitlin Beltran



In her role as operations manager, Caitlin helps team members stay organized and well-equipped so they can step up and deliver for clients at all times. She loves working in the background to ensure every aspect of the office is operating as smoothly and efficiently as possible.

Caitlin has a bachelor’s degree from Grand Valley State University in Michigan.

After moving from Michigan to Vermont for five years, Caitlin decided to move back and settle down in West Michigan with her husband, Julio. They enjoy spending time with their two daughters, Alex and Lucia and their dog, Barney. With family connections from the U.P. all the way to Peru, they love to travel and look forward to planning many family trips as their daughters grow. 


Earners of the SHRM Certified Professional credential (SHRM-CP) have demonstrated their mastery of HR proficiency standards as defined by the SHRM Body of Applied Skills and Knowledge™ (SHRM BASK™), formerly the SHRM Body of Competency and Knowledge® (SHRM BoCK®). Earners of the credential are recognized for their ability to effectively perform HR duties and responsibilities in an operational capacity.

10B5-1: Insider Trading

10B5-1: Insider Trading

Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage?  No, it's the form you need to pay attention to if you're in a position to worry about insider trading.  Should you be paying attention to this process?  Let's take...

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We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.