Talent Report: Grace Van Dam

Apr 12, 2021

Meet Grace Van Dam

The partners and staff of NPF Investment Advisors are proud to introduce Grace Van Dam, the firm’s newest Client Relations Manager. Grace joined NPF in March 2021 to strengthen our client service capabilities as we continue to grow.

Grace comes to NPF after four years with FormulaFolio Investments, a large private money manager, where she advanced through three positions and learned different aspects of the investment trade. Prior to that, she served as Licensing Coordinator for a collegiate licensing and marketing company. That followed three years of nursing studies at the University of Pennsylvania.

Why didn’t she complete her nursing degree? “I finally admitted to myself that I wasn’t cut out for it,” says Grace. “I guess fainting at several medical procedures should have been a clue.”

The nursing profession’s loss is our gain, as Grace brings her caretaking personality to the service and support of our clients. “I’m here to make sure they get what they need to secure their financial health – answering questions, resolving issues, easing paperwork and doing anything else I can to help them achieve their wealth goals.”

Grace says it’s NPF’s personal approach that really sold her on joining the firm. “Our Investment Advisors really seem to know their clients as unique individuals with unique needs and goals,” she says. “I think that’s the prescription for really effective planning and investing.”

A West Michigan native – born in Zeeland and now residing in Allegan – Grace is also a seasoned world traveler. She got engaged in Nepal, and she and her fiancé hope to honeymoon in Tasmania.

Local roots. Global perspective. And a genuine passion for the well being of our clients. That’s Grace … and that’s NPF Investment Advisors.

Learn more about Grace at npfinvest.com/team

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