About | Meet Our Team

Josh Moeller

Partner & President


Call (616) 977-2639

Josh Moeller



As a former personal trainer who remains committed to physical fitness, Josh understands that if you want results, you need to put in the work. That’s why he takes a disciplined and detail-oriented approach to managing all aspects of Hill Island’s operations, allowing Kevin and the team to focus on serving clients without distractions.

Josh is in charge of strategic planning and firm development. He designs effective budget models and financial forecasts by analyzing revenues, expenditures and cash management, and he helps ensure all client accounts are managed in an effective and efficient manner.

Josh has a bachelor’s degree from Northern Michigan University. In his free time, he and his wife, Jill, and children, Carson and Genevieve, enjoy spending time on Hill Island, just off the southern shore of Michigan’s Upper Peninsula.

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.