Our advisors

Kevin Toler

Kevin Toler

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Kevin Toler
Rebecka Pratt

Rebecka Pratt

Financial Advisor

Learn more about Rebecka Pratt Visit Rebecka Pratt's website

Our team

Josh Moeller

Josh Moeller

Practice Manager,

President

Personal Intro

Prior to working with our team, Josh was a personal trainer. One of Josh's favorite parts about being a personal trainer was working with clients on achieving their goals. Today, Josh enjoys doing the very same thing, but with our clients' financial goals. During his free time, Josh loves escaping to Michigan's Upper Peninsula with his wife, Jill, and spending time outside.

Qualifications

  • Bachelor of Science - Northern Michigan University, MI

Roles & Responsibilities

  • Josh strives to make Kevin Toler and Associates one of the best places to work
  • He designs effective budget models and forecasts by analyzing our revenues, expenditures and cash management to ensure all operations are within budget
  • Josh is responsible for strategic planning and talent development, human resources
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Amanda Brennan

Amanda Brennan

Client Service Coordinator

Personal Intro

After seven years in the staffing industry, Amanda joined our team as our Client Service Coordinator. She loves assisting our clients and providing solutions for their challenges. When Amanda is not in the office, she enjoys spending time with her husband, Rob, cooking up her favorite 'comfort food' dishes, and sailing competitively with her uncle in Detroit.

Qualifications

  • Bachelor of Arts - Oakland University, MI
  • One year of financial industry experience

Roles & Responsibilities

  • Amanda is responsible for scheduling client appointments and organizing our internal team meetings
  • Amanda keeps the office running smoothly. She provides excellent support to our clients and team
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Caitlin Beltran

Caitlin Beltran

Office Manager

Personal Intro

After working two year in Vermont, Caitlin moved to Grand Rapids and joined our team as Office Manager. She loves working 'in the background,' keeping the team organized and on top of their game. In her free time, Caitlin, and her husband, Julio, love to travel, play with their dog, Barney, and attend Grand Rapids Futball Club (GRFC) games.

Qualifications

  • Bachelor of Arts - Grand Valley State University, MI
  • Three years of financial industry experience

Roles & Responsibilities

  • Caitlin is responsible for scheduling client appointments and organizing our internal team meetings
  • Caitlin keeps the office running smoothly. She provides excellent support to our clients and team, directing all administrative client and office matters
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Ryan Weichman

Ryan Weichman

Investment Manager,

Chartered Financial Analyst®

Personal Intro

After working for a large firm in Santa Barbara, CA, Ryan joined our team, bringing with him his financial expertise. While he may not directly work with our clients, Ryan is instrumental in our process. In his free time, Ryan enjoys reading, watching movies, and spending time outdoors with friends and family.

Qualifications

  • Bachelor of Business Administration - Davenport University, MI
  • Ryan currently holds his series 7, Series 63, Series 65, as well as his Life, Accident, Health and Variable Annuities licenses
  • CFP®
  • CFA®

Roles & Responsibilities

  • Ryan analyzes and executes custom portfolio strategies, researches new investment opportunities, and monitors day-to-day performance in client portfolios
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