Hill Island Financial LLC

Kevin Toler is a financial advisor with Hill Island Financial LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Hill Island Financial in 2021, he worked at Ameriprise Financial Services, Inc. for 16 years. He serves on the Board of Directors for the East Congregational Church of Christ as Director of the Endowment Board and is also a board member of Spectrum Health Hospice. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services including IPS design and 3(21) investment oversight.

Rebecka Pratt is a financial advisor at Hill Island Financial LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services Inc. and as an independent advisor. Pratt is also a licensed insurance professional. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million for about 198 clients, employing a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios.

Daniel Bloemers is a financial advisor with Ameriprise in Grand Rapids, MI, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has worked at Ameriprise since 2023 and has prior experience with infinex Investments, Inc. and Flagstar Bank. Outside of his advisory roles, he is involved with Maestro, a cash management system for business and corporate clients. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Jacob Vanden Bosch is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 designation with one year of industry experience. He previously worked at ISAM Securities for six years and has a background that includes time at Uniform Color Company and the University of Notre Dame. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Amanda Bassford is a financial advisor at Hill Island Financial LLC with three years of industry experience. She holds a Series 65 designation and has worked at Hill Island Financial since 2021, following prior roles at Kevin Toler & Associates, Kelly Services, the Michigan Army National Guard, and Staples. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers ERISA fiduciary services, managing approximately $537 million for about 198 clients.

Arian Nelson is a CFP® and Series 66-registered advisor with 15 years of industry experience. He is currently with Hill Island Financial LLC, where he has worked since 2022. Prior to that, he held roles at Fifth Third Securities and Fifth Third Private Bank for a combined total of over 30 years. Nelson is also involved in insurance sales on a limited basis. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that integrates fundamental and technical analysis to construct diversified portfolios.

Joshua Moeller is a financial advisor at Hill Island Financial LLC in Grand Rapids, MI, holding a Series 65 license with four years of industry experience. He previously worked at Kevin Toler & Associates for four years and spent eight years at Fitness Together. Hill Island Financial provides discretionary investment management, financial planning, and retirement plan advisory services for individuals, families, trusts, estates, and businesses. The firm manages approximately $537 million and employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals.

Blake Appell is a CFP® with six years of industry experience, currently serving as an advisor at Hill Island Financial LLC. His prior roles include positions at Henrickson Nauta Wealth Advisors, AE Wealth Management, TriFound Financial, Merrill, and Fifth Third Bank. He is based in Grand Rapids, MI. Hill Island Financial LLC is an eight-advisor team providing discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, trusts, estates, and businesses. The firm employs a long-term investment approach that combines fundamental and technical analysis to construct diversified portfolios tailored to client goals.