Experience: Joined NPF in 2015; prior experience includes 17 years as Partner, Portfolio Manager & Equity Analyst at Arcadia Investment Management Corporation
Credentials: Certified Private Wealth Advisor® professional and Member of the Investments & Wealth Institute (IWI)
Education: BA in Political Theory and Constitutional Democracy from James Madison College at Michigan State University; MBA in Finance from Haworth College of Business at Western Michigan University
What do you enjoy most about being a Portfolio Manager?
The art of portfolio management is aligned with my desire to continually learn and assess the world. The ability to focus my intellectual energy on thought-provoking work in a continually shifting backdrop is motivating and energizing. Applying those pursuits in managing our Core Growth strategy translates to a broader good that motivates me daily.
What are the values that drive you in your professional and personal life?
I believe we all have unique skills and capabilities. Personally, my family and loved ones are the source of my greatest joy and happiness. Additionally, I had two great mentors who instilled the core tenets of my investing philosophy which are reflected in our Core Growth strategy. I am motivated to be of service in employing those skills to the full extent they may be of benefit to others, ultimately continuing the concept of pay it forward.
Where did you grow up and where do you live today?
Southwest Michigan. My family and I also spend a great deal of time in Northern Michigan. I love the four seasons.
Is there a person or experience that influenced you most?
I am grateful to my parents for raising me in a way that above all, I was encouraged to be myself. I was raised to believe that we can each achieve our greatest calling and use that to create ripples of good in this world.
What do you enjoy doing in your free time?
I most enjoy spending time with my family and loved ones. I also enjoy traveling and experiencing different cultures. We are a dog family, and currently have two four-legged members of ours. I further enjoy the outdoors, yoga, reading, health and holistic living.
What is your most unique or fulfilling achievement outside of work?
My most fulfilling achievement would be my three daughters. They are by far my best work. I am blessed beyond measure to have been given the gift of them in my life.