About Us
Overview
Our Expertise Is Your Expertise
Headquartered in Grand Rapids, MI with clients around the country, we are devoted to financial planning and investment management; we’re committed to providing an elite, boutique experience where you’re known, understood and valued. We care about your family and your future, and we’re deeply committed to your success. That’s why we hire only the most experienced investment managers and knowledgeable financial planners, and collaborate seamlessly with your other trusted advisors. It’s also why we operate on an asset-based fee structure, designed to be very competitive in the marketplace. This allows you to keep more of your hard-earned dollars in your pocket … and in your future.
As your fiduciary, we’re ethically and legally required to honor your best interests above all else. Our success comes from helping you thrive.
Mission, Vision and Values
A Solid Foundation for Sound Investing
Professional money management is both science and art — practiced by seasoned professionals with philosophical convictions, discipline and a long-term focus. The foundation of our mission, vision and values helps us maintain focus and tune out short-term noise. It gives us a matrix to identify quality companies with strong growth prospects that are managed by ethical and competent leaders.
Mission
Vision
Values
Partnership with Focus Financial Partners
The building, sustainment and enjoyment of multi-generational wealth requires expert advice and coordinated solutions. We maintain strong relationships with professionals in the areas of tax, legal, estate planning, insurance, banking and philanthropy to successfully execute a comprehensive plan.
Additionally, our partnership with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms gives us access to robust Focus Client Solutions. This comprehensive concierge service provides a curated selection of banking, family office, trust, risk and business owner and valuation services from highly respected providers, and the wealth of investment knowledge, best practices and the operational expertise that comes with them.
Our Experts
Dan is a Partner and Senior Portfolio Manager at Lafleur & Godfrey, having started his journey with the firm in early 2007. Dan has more than three decades of experience in the financial services industry in the Michigan area – previously managing money at a private family office.
John is a Partner and Senior Portfolio Manager at LaFleur & Godfrey, having joined the firm in 2013. John has been in the investment management industry for over 30 years, with experience on the sell-side and buy-side servicing high net worth private clients and institutional relationships. Prior to joining LaFleur & Godfrey, he co-managed two large cap equity portfolios at a local registered investment advisory firm.
John is the Chief Operating Officer at LaFleur & Godfrey. He is a lifelong resident of West Michigan. With more than 30 years in numerous leadership roles in the fiduciary and investment management industry, John leverages his experience to help elevate and improve the overall client experience.
Aaron is a Partner and Senior Portfolio Manager and joined the firm in April 2022. He has 20 years of investment and financial planning experience having previously served as a financial advisor at Charles Schwab & Co., Inc. He is a member of the Investment Committee and is also responsible for managing and growing client relationships. Aaron obtained his CERTIFIED FINANCIAL PLANNER® certification in 2014 and helps lead our financial planning client engagements. He resides in East Grand Rapids with his wife, Callie, and their two boys, Lennon and Koen.
Sahana joined the firm in April 2024 as a Senior Research Analyst and Associate Portfolio Manager. Prior to joining LaFleur & Godfrey, she was a Senior Equity Research Associate at Macquarie Capital, based in New York, before returning to West Michigan. She received her MBA from Western Michigan University in 2018 and earned her CFA designation in 2022. Sahana is keen on using her buy-side and sell-side equity research experience to add depth to our research process and make investment recommendations to benefit our clients. Sahana grew up in India where she earned her bachelor’s degree in engineering. Outside work, she enjoys traveling and spending time with family and friends. She loves Michigan beaches.
Drew joined LaFleur & Godfrey in 2023 as Client Development Director focused on cultivating client relationships and trusted advisor networks. He supports our clients by connecting them with internal and external resources to provide comprehensive wealth management services. Drew has over a decade of experience in banking and financial services and holds an MBA from Western Michigan University. Drew is passionate about the West Michigan community, serving on multiple non-profit boards and spending ample time enjoying the wonderful Michigan outdoors!
