Experience: Joined NPF in 2022; prior experience includes 7 years with FormulaFolio Investments (now Brookstone Capital Management) as Advisor Service Support , Advisor Liaison, and Team Lead.
Education: BS in Liberal Studies with an emphasis of Leadership and Management within Societies from Grand Valley State University
What drives you and what do you enjoy most about being a Client Relations Manager?
I enjoy helping others. This may look like baking cookies for someone who had a bad week, organizing and improving systems to make colleagues’ lives easier, and pushing myself to always have a positive outlook on the day. I try to always find the silver lining to the roughest situation to help lighten the situation. The Client Relations Manager is a great role for me because I want to do everything in my power to assist the advisors and our clients to make sure their experience is positive.
What was your journey to the investment world and NPF specifically?
I have worked within the investment world since 2015 when I started with a young money management company, FormulaFolio Investments (FFI), immediately after graduating from GVSU. At FFI, I worked my way up through their Advisor Services team starting with processing documents, opening and statusing accounts. I then became the Advisor Liaison where I helped train the financial advisors that were registered with FFI and acted as their main point of contact for their questions, concerns and difficult situations. FFI then merged with Brookstone Capital Management. When the merge took place, I was promoted to the Advisor Services Team Lead of the Grand Rapids location. I managed a team of 5 individuals who supported our advisors with all their questions and concerns. I was recruited to NPF, as a Client Relations Manager, in 2022. The culture and values of NPF align with what I have been looking for in a career.
What are the values that drive you in your professional and personal life?
My relationship with God pushes me to be the best me I can be. I strive to give anyone, that crosses my path, the respect and the kindness that we all deserve. I am a mother to two very young and beautiful children. I want to teach them kindness, compassion, and respect for others by portraying those values myself.
Where did you grow up and where do you live today?
I grew up in Borculo, Michigan with my parents and two siblings. My mom and I had horses in our back yard and the responsibility of taking care of them helped shape me into the person I am today. I now live in Allendale with my husband and my two kids (Felicity 2.5 years and Beckham 9 months). It is a dream of mine to be able to purchase a house with property so my children can experience life with horses.
What is your favorite book…movie…band…podcast…sport (entertainment and/or business)?
Favorite book…there are so many! Reading is my way of escaping reality for a little while to reset. Currently my favorite authors are Jamie McGuire, Colleen Hoover, and Sarah J. Maas.
What do you enjoy doing in your free time?
I love spending time with my immediate and extended family. My mom lives on Hutchins Lake, in Fennville, and during the summers my family (and all of our kiddos) meet for lake days where we swim all day and then come together to grill and eat lots of good food.