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John K

CFA®, Series 63, Series 65

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

John Koczara is a CFA® charterholder with 32 years of industry experience, currently serving at Lafleur & Godfrey Private Wealth Management since 2013. He holds Series 63 and Series 65 licenses and works from Grand Rapids, MI. Lafleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, managing multiple firm-directed equity strategies while acting as an ERISA/IRC fiduciary for retirement accounts.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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Aaron R

CFP®, Series 63, Series 66

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

Aaron Ritsema is a CFP® with 21 years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. He has worked at Charles Schwab Bank and Charles Schwab since 2007. Outside of his advisory role, he is the owner of Erfstuk LLC, a business involved in managing a vacation rental property in Fort Beach, Florida. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, along with pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental analysis and active, concentrated equity portfolios, implementing strategies mainly through individual stocks and bonds, while also managing firm-directed equity strategies and acting as an ERISA/IRC fiduciary.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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Zachary F

CFP®, Series 66

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

Zachary Falconer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2015. He is based in Grand Rapids, MI, and is part of the six-advisor team at LaFleur & Godfrey Private Wealth Management. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a fundamental analysis-driven approach with active, concentrated equity portfolios, managing diverse equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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Sahana M

CFA®, Series 63

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

Sahana Madhanagopal is a CFA® charterholder with three years of industry experience, currently serving at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI. Prior to joining LaFleur & Godfrey, she worked at Macquarie Capital (USA) Inc. and LVM Capital Management Ltd. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals and their trusts and estates, offering services that include comprehensive financial planning and discretionary investment management. The firm emphasizes active, concentrated equity portfolios through fundamental analysis and integrates affiliated resources to support its retirement-plan and insurance-related offerings.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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Daniel V

Series 63, Series 65

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

Daniel Vantimmeren is a financial advisor at LaFleur & Godfrey Private Wealth Management in Grand Rapids, MI, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LaFleur & Godfrey since 2010. LaFleur & Godfrey provides wealth and portfolio management primarily for individuals, trusts, and estates, as well as pension plans, charitable organizations, and small businesses. The firm employs an investment approach focused on fundamental analysis with active, concentrated equity portfolios implemented mainly through individual stocks and bonds.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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Andrew M

CFP®, Series 65

Grand Rapids, MI

Lafleur & Godfrey Private Wealth Management

Andrew Meyers is a CFP® and Series 65-registered advisor at LaFleur & Godfrey Private Wealth Management with seven years of industry experience. He previously worked at Mercantile Bank and has been with LaFleur & Godfrey since 2023. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses with comprehensive financial planning and discretionary investment management. LaFleur & Godfrey emphasizes fundamental analysis and active, concentrated equity portfolios, managing various firm-directed equity strategies and serving as an ERISA/IRC fiduciary for retirement accounts.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Tax-loss harvesting Founder/Business Owner Executive
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