Lafleur & Godfrey Private Wealth Management

John Koczara is a CFA® charterholder with 31 years of industry experience. He has been with Lafleur & Godfrey Private Wealth Management since 2013, based in Grand Rapids, MI. Lafleur & Godfrey provides personalized wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach emphasizes fundamental analysis, active investing, and focused portfolios, managing several firm-defined equity strategies on a discretionary basis.

Aaron Ritsema is a CFP® with 20 years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. He has worked with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2007. Outside of his advisory role, he is the owner of Erfstuk LLC, a company involved in owning a vacation rental condo in Fort Beach, Florida. LaFleur & Godfrey provides personalized wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach emphasizes fundamental analysis, active investing, and focused portfolios, managing several proprietary equity strategies and offering discretionary portfolio management alongside financial planning and held-away account services.

Zachary Falconer is a financial advisor with LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2015. LaFleur & Godfrey provides personalized wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach emphasizes fundamental analysis, active investing, company ownership, and focused portfolios.

Sahana Madhanagopal is a CFA® charterholder with two years of industry experience, currently serving as an advisor at LaFleur & Godfrey Private Wealth Management. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides personalized wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active investing through focused portfolios and manages several proprietary equity strategies.

Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with LaFleur & Godfrey LLC since 2013. LaFleur & Godfrey provides personalized wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis, active investing, and focused portfolios, managing several proprietary equity strategies and offering a range of services including discretionary portfolio management and held-away account management.

Andrew Meyers is a financial advisor at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. He holds a Series 65 designation and has been with LaFleur & Godfrey since 2023. Prior to that, he worked at Mercantile Bank from 2016 to 2023. LaFleur & Godfrey provides personalized wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on fundamental analysis, active investing, and concentrated portfolios, managing several proprietary equity strategies.