Let's plan together.

At Koele Godfrey, we believe financial planning is about creating lifelong strategies, a roadmap for your life.

This means everything from financial planning and budgeting to insurance and legacy planning, as well as saving for education, retirement, and long-term care. As important as they are to financial health, looking at your investment strategies comes second to those basics. Next up: A financial “tune up,” where we look at your current picture and suggest adjustments and additional investment options that can complement what you already have. We can also help you identify if your investments carry too much risk and show you how to identify your ideal balance between risk and return.

Our Values

We commit to providing financial guidance and strategies for life

Honesty

We not only suggest strategies to make your financial plan stronger, we also look for ways to save you money throughout the process.

Transparency

When you invest with Koele Godfrey, we structure our interactions to your benefit. We offer commission or fee-based services and get you all the details to help you decide what’s right for you.

Compassion

Financial planning can be an emotional process as you consider your lifetime ahead. At Koele Godfrey, we work to empower our clients with the knowledge they need to understand the decision they face.

our team

Similar investment styles, different perspectives

The Koele Godfrey Investment Group is an independent financial services firm founded by Carey Koele in 2003. Jack Godfrey joined the next year in 2004. In 2021, Brent Kehrwecker joined the firm as an investment consultant. Carey, Jack, Brent and our Koele Godfrey team serve people interested in developing comprehensive financial strategies they can use for a lifetime.