Let's plan together.

About Us

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.
We’re proudly located in Downtown Zeeland

Our Values

We commit to providing financial guidance and strategies for life

Honesty
Transparency
Compassion

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, and in 2007, Richard Van Dorp joined the firm as an investment consultant. Carey, Jack, and our Koele Godfrey team serve people interested in developing comprehensive financial strategies they can use for a lifetime.

Leadership

Carey Koele
Partner, CEO
Jack Godfrey
Partner, CEO
Richard Van Dorp
LPL Financial Advisor
Brent Kehrwhecker
LPL Financial Advisor

Office & Operations

Lee Ann Overway
Client Service Manager
Gaye Boetsma
Client Service Manager
Amy Medendorp
Client Service Manager
April Meiste
Client Service Manager
Janet Boyer
Client Service, Marketing Director
Katelin Cowherd
Client Service Manager

We're here to help.

Get in Touch
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Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA & SIPC.
 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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