Our advisors

Kevin Toler

Kevin Toler

Private Wealth Advisor

Learn more about Kevin Toler

Rebecka Pratt

Financial Advisor

Learn more about Rebecka Pratt Visit Rebecka Pratt's website

Our team

Nicholas Dickinson

Nicholas Dickinson

Client Service Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

Martyn was a pilot in the British Air Force for 12 years and the former Head of Training for Western Michigan University's International Pilot Program from 1999-2004. In his free time, Martyn enjoys seeking out the best live music around.

Qualifications

  • Bachelor of Science, Aston University, Birmingham, United Kingdom
  • Martyn currently holds his Series 7, Series 66, as well as his Life, Accident, Health and Variable Annuities licenses
  • 14 years financial industry experience
  • CFP®

Roles & Responsibilities

  • Martyn is responsible for client meeting preparation and documentation
  • He analyzes and executes custom portfolio strategies, researches new investment opportunities, and monitors day-to-day performance in client portfolios
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Ryan Weichman

Ryan Weichman

Investment Manager,

Chartered Financial Analyst®

Personal Intro

Ryan joined our practice after working for a large firm in Santa Barbara, CA. 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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Sue Krochalk

Sue Krochalk

Client Service Manager

Personal Intro

Sue raised her family in Minnesota, then later made the move to Michigan with her husband Phil, keeping close to her son and his children. In her spare time, Sue enjoys spending time with her grandchildren, biking and canoeing.

Qualifications

  • Sue currently holds her Series 7, Series 63, Series 66 securities licenses, as well as her Life, Accident, Health and Variable Annuities licenses
  • 18 years of financial industry experience

Roles & Responsibilities

  • Sue is known for her reliability and diligence, with great dedication and fine attention to detail who goes above and beyond to take care of her clients
  • She supports the team through establishing new accounts, client assistance, custodian paperwork and generating client portfolio reports
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Josh Moeller

Josh Moeller

Practice Manager,

President

Personal Intro

Josh likes escaping to the U.P., is an avid outdoorsman and fitness enthusiast who enjoys spending free time with his wife Jill and their two dogs.

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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Caitlin Beltran

Caitlin Beltran

Office Manager

Personal Intro

Caitlin joined our team and returned home to Grand Rapids after living and working in Vermont. She is happy to be living close to her family again. Caitlin enjoys spending her free time with her husband Julio and taking occasional holidays to South America.

Qualifications

  • Bachelor of Arts - Grand Valley State University, MI
  • 3 years financial 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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