Team & Talent Report 2021

Jan 27, 2022

2021 was a year of continued strength, growth and investment in our team, skills and culture.

NPF is a firm deeply committed to advancing career paths and opportunities for women. That is why one of the most exciting announcements of the year was Elizabeth Poole taking on the new role of Wealth Planning Associate. Elizabeth is an integral part of our CRM team and supports advisors through the development of financial plans. In addition to her daily duties, Elizabeth is working toward becoming a CERTIFIED FINANCIAL PLANNER™ professional.

We are also a team of highly experienced and skilled investment, planning and service professionals who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). We are proud of the individuals on our team who hold or are working on receiving designations – reinforcing our focus on enhancing skills and delivering value. In particular, we would like to congratulate Connor Sheehy who completed the Certificate in Investment Performance Measurement (CIPM®) designation in 2021 after earning the Chartered Market Technician© designation in 2021.

Finally, we are a team driven by a time-tested investment philosophy and deeply rooted values – and we remain highly selective when bringing on any new team members. That is why we are happy to introduce you to two new members of our team in 2021: Dave Doppel and Grace Van Dam. Please visit our website to learn more and wish them a warm welcome to the team.

Elizabeth Poole

has made progress
on coursework for the
CFP program

Heather Elve

has made progress
on coursework for the
CFP program

Jared Copeman

passed level 1 of the CFA
and is planning to sit for
level 2 in February 2022

Connor Sheehy

completed the CIPM
designation (after earning the
CMT designation in 2021)

Grace Van Dam

is studying for the
CFA Foundations exam

Dave Doppel

passed level 1 of the CFA
and is planning to sit for
level 2 in February 2022

We are proud of these individuals and excited by their commitment to excellence.

Download a full version of our Year in Review using the download link above.

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