Geoff Sadek, MBA, CFP®

Owner & LPL Financial Advisor

Raised in Grand Rapids, he attended Forest Hills Northern High School in 2005 and graduated from Grand Valley State University in 2009. 

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Geoff is committed to lifelong learning. In addition to being a CERTIFIED FINANCIAL PLANNER™, Geoff earned his MBA from the University of Chicago Booth School of Business. He loves to read (and loves to hear about the books his clients are reading). 

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Geoff's planning philosophy has been impacted by his love of coaching. He has enjoyed coaching rowing at Grand Valley State University and Forest Hills Central High School, and feels his passion for coaching remains the heart of his financial practice.

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Geoff has deeply enjoyed serving on several boards, including the Mayor’s Millennial Advisory Board, the Grand Valley Rowing Alumni Association, and the Grand Rapids Jaycees Foundation.

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He currently resides in Grand Rapids with his wife Nichole and their growing family.

John Roque

Operations Manager

John was born and raised in Houston, TX.

 

John has had over  a decade in the Financial Industry working in Retail Banking, Wealth Management, LATAM and Private Bank all at JPMorgan Chase.

 

He made the move to LPL in June 2021 and worked specifically on transitioning advisor offices from a recent acquisition.

 

John has  passed the SIE, Series 6, 63 exams and currently working on the Series 7 License.

 

John fluent in Spanish. In my free time, he enjoys listening to Podcasts, cycling and most things outdoors.

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