Team LaGore
Thanks to our wonderful clients, OLV has been blessed with continued growth. With this growth, it remains our commitment to provide you, your referrals, friends, and family with great service and advice, in a timely manner. To help ensure that the mainstay of these relationships continues to be prompt and personalized service, our company is structed into Advisory and Service Teams.
Advisory Team
Joel LaGore
Chief Business Development Officer, Supervising Financial Advisor, CFP®, AIF®
Ben Oliver
Lead Financial Advisor, MA, AIF®
Marc Janca
Financial Advisor, CFP®, AIF®
Tim St. Cin
Financial Advisor, AIF®
Zach Wilcox
Client Relations Assistant
Joel LaGore
Chief Business Development Officer, Supervising Financial Advisor, CFP®, AIF®
Ben Oliver
Lead Financial Advisor, MA, AIF®
Marc Janca
Financial Advisor, CFP®, AIF®
Tim St. Cin
Financial Advisor, AIF®
Zach Wilcox
Client Relations Assistant
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Service Team
Natalie Epperson
Lead Client & Culture Associate
Bernadette Rainear
Client Services Manager
Marcie Owsinski
Client Service Associate
Natalie Epperson
Lead Client & Culture Associate
Bernadette Rainear
Client Services Manager
Marcie Owsinski
Client Service Associate