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Elizabeth Poole

Wealth Planning Associate

Experience: Joined NPF in 2017; prior roles in client support at Old National Wealth Management and Old National Bank
Credentials: Working toward becoming a CERTIFIED FINANCIAL PLANNER™ professional
Education: BBA in Human Resource Management from Western Michigan University

Personal Insights

What are the values that drive you in your professional and personal life?
I’m driven by a genuine desire to help others—both personally and professionally. I find real purpose in helping clients achieve financial peace and in building long‑lasting relationships that allow me to walk alongside them through life’s meaningful moments. That commitment to service inspires me to show up with integrity, self‑discipline, accountability, and loyalty every day. These values guide how I connect with people and motivate me to make a positive, lasting impact in their lives.

What was your journey to the investment world and NPF specifically?
I began my career in banking in 2012 and moved into wealth management in 2016, which sparked my interest in the investment side of the industry. I joined NPF in 2017 as a Client Relations Associate, was promoted to Client Relations Manager in 2018, and then advanced to Wealth Planning Associate in 2021. NPF has felt like the right fit from the start, and I’m grateful to have grown my career here.

Where did you grow up and where do you live today?
I grew up in southeast Michigan, lived in Kalamazoo while attending Western Michigan University and then made my way to Grand Rapids in early 2016.

What is your favorite restaurant in Grand Rapids?
There are so many great restaurant options, but if I had to choose my top two are Butcher’s Union and Graydon’s Crossing.

What do you enjoy doing in your free time?
Traveling, checking out new restaurants and spending time with my fiancé, family and friends.