2023 Year in Review

Jan 10, 2024

As the year draws to a close, it’s the perfect time to celebrate our achievements and reflect on the incredible journey we’ve had together at NPF. It has been a year of growth, accomplishments, and meaningful milestones that have enriched our collective experience. 

The most exciting news to share is that we’ve transitioned to a new space! This move signifies a new chapter for us – reinforcing our commitment to keeping our headquarters in Grand Rapids while expanding our offices to serve our growing base of clients across our region, state and country. Stay tuned for more details coming your way.

One of the greatest strengths of our company is our amazing team. This year, we welcomed talented individuals who have quickly become integral parts of our family: Tom Christy, Dan Michaud, Sarah Dunn, Kaye DeMann, and AJ Montoya. Their contributions have already made a positive impact, and we look forward to our continued journey and successes together.

Achievements also abound within our team: We are proud to announce that Tyler Bosgraaf has made Partner, marking a significant milestone in his career with us. Congratulations to Jarred Copeman and Dave Doppel on becoming CFA Charterholders — a testament to their hard work and dedication.

We’d also like to thank Jay Wisentaner for his leadership over the past 15 years. Jay will be retiring as Partner and Investment Advisor and shifting his role to “Of Counsel” in the new year. His impact on NPF, our clients and community, and our overall industry has been nothing short of extraordinary – and we are grateful for his years of guidance and wisdom.

For 90 years, a cornerstone of our values has been our focus on giving back to our community. In 2023, we are proud to have supported 35 charities and participated in 18 events/sponsorships, demonstrating our commitment to making a difference in the lives of those around us. In addition, our employees have collectively contributed over 100 volunteer hours, embodying the spirit of generosity and compassion in supporting causes close to our hearts – with special recognition to those on our team who helped coordinate these efforts over the year.

We’re also excited to share in the joy of new beginnings as AJ Montoya welcomed his first child into the world. Our heartfelt congratulations go out to AJ and his family.

Most importantly, we are grateful to our growing family of clients – with a heartfelt thank you to our longstanding clients and a special welcome to all the new clients who joined NPF in 2023. We appreciate your confidence in us and promise to work every day to continue to earn your loyalty, deliver an exceptional experience, and help you achieve your goals. 

As we approach the holiday season, we are reminded about the importance of relationships and spirit of collaboration – and look forward to the next chapter of our journey together in the new year.  

Wishing you and your loved ones a healthy and joyful holiday season. 


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