• WHO WE ARE
    • OUR ROOTS
    • OLV TEAM
    • BRANCHES
      • FLINT
      • LIVONIA
      • SAGINAW
      • FRISCO
  • WHAT WE DO
    • PLANNING
    • INVESTING
  • RESOURCES
    • ACCOUNT ACCESS
    • MEDIA
    • THIS WEEK IN THE MARKETS
    • TOOLS
  • Blog
  • CONTACT
    • RSVP
    • CONTACT US
    • VIDEO CONFERENCING
    • (800)338-4586
  • CAREERS
  • RSVP
  • FORM CRS
  • Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to secondary navigation

OLV Investment Group

Your planning, investing and wealth management partners

  • WHO WE ARE
    • OUR ROOTS
    • OLV TEAM
    • BRANCHES
      • FLINT
      • LIVONIA
      • SAGINAW
      • FRISCO
  • WHAT WE DO
    • PLANNING
    • INVESTING
  • RESOURCES
    • ACCOUNT ACCESS
    • MEDIA
    • THIS WEEK IN THE MARKETS
    • TOOLS
  • Blog
  • CONTACT
    • RSVP
    • CONTACT US
    • VIDEO CONFERENCING
    • (800)338-4586

OLV Investment Group Michigan

Meet Our Frisco Branch


Frisco Advisory Team

Joel LaGore

Founder & Financial Advisor, CFP®, AIF®

Keaton Burke

Lead Financial Advisor

Muhammad Ammar

Planning Support Specialist

Jacob Rothenberg

Financial Advisor & Client Relationship Specialist

Joel LaGore

Founder & Financial Advisor, CFP®, AIF®

Joel LaGore is a Financial Advisor who is highly regarded for his friendly and outgoing personality. He believes in building strong relationships with his clients and often forms deep, long-lasting friendships with them. Joel’s financial career began in 1999, when he interned for Dean Oliver. From there he worked for Huntington Investment Company and Smith Barney. In the midst of the 2008 financial crisis Joel and his wife, Sonya, took a leap of faith in starting their own company, LaGore Wealth Management. Their goal was to continue providing exceptional care and service to clients despite the turbulent economic times. In 2012, Joel and Sonya made the decision to team up with Dean Oliver and Jesse VanValin for a shared business endeavor, OLV Investment Group.Joel’s focus on building long-lasting relationships has served him well at OLV, as he has earned a reputation as a trusted advisor and friend. As Chief Business Development Officer, Joel works closely with our Money Management Team and helps to keep OLV looking toward the future. Joel has proven that no matter the season, he is committed to caring and serving his clients with unwavering dedication.Joel and Sonya have two musically talented daughters who are each pursuing careers in Christian music. When not working or spending time with his family, Joel dedicates his time to various community organizations. At Flushing Community Church, he serves as a life group leader, sings on the worship team, and is a member of the spiritual life development team. Joel is an avid golfer and enjoys playing whenever he can.

Keaton Burke

Lead Financial Advisor

Keaton Burke is a dedicated Financial Advisor who works to create biblically responsible strategies for retirement planning. Working closely with his clients to ensure their financial needs are met, Keaton is committed to caring for his clients through investing, tax planning, 401(k) planning, and estate planning. Keaton’s passion for financial planning and investment strategies was sparked after he helped his mother navigate her finances after a divorce in 2018. Through this process, he developed a natural interest in the financial industry.Keaton has earned his Bachelor of Science in Criminal Justice and an associate degree of Law Enforcement from Missouri Southern State University in Joplin, MO. Additionally, he has passed the Series 65 exam, a testament to his commitment to providing exceptional financial advising services. Keaton's desire to help people achieve their financial goals, coupled with his commitment to his community and faith, makes him a valuable addition to our team.Outside of work, Keaton enjoys spending time with his wife, Daryl, and their boys, Huxley and Oakley. Keaton is deeply committed to his faith in Jesus Christ and is an active member of Crossway Church of Christ, which he is helping to plant in Celina, TX. In his free time, Keaton loves to golf, spend time with his family and he cherishes opportunities to connect with his church family.

Muhammad Ammar

Planning Support Specialist

Jacob Rothenberg

Financial Advisor & Client Relationship Specialist

Jacob's work ethic is one marked by a dedication to excellence and wholeheartedly serving clients. As both a student and a veteran of the military, Jacob has demonstrated commitment and tenacity, working towards a finance degree while amassing real-world experience. Before joining OLV, Jacob spent 20 years honing his expertise in home financing, guiding countless individuals through one of their most significant life decisions.

2024 witnessed a pivotal shift in Jacob's career path as he embraced the role of Financial Advisor & Client Relationship Specialist at OLV Investment Group. His objective is clear: to cultivate enduring relationships with clients, providing a platform for financial growth and personal connection. With an array of licenses including Series 66, Series 65, as well as Life and Health, Jacob has quickly become a staple in our Texas office.

Driven by a core philosophy of integrity and reliability, Jacob believes in doing the right thing, anchored by his faith and a forward-looking attitude. Away from the numbers and charts, Jacob is deeply woven into the fabric of Prosper, TX, where he resides with his wife Alissa, their three children, and Hazyl, the family dog.

Frisco Service Team

Amaris Roman

Lead Specialized CSA

Rhonda Carmona

Officer Manager & Client and Culture Associate

Amaris Roman

Lead Specialized CSA

Rhonda Carmona

Officer Manager & Client and Culture Associate

*INVEST, INCREASE, IMPACT is our mission statement, it does not promise or guarantee results.

  • CAREERS
  • RSVP
  • FORM CRS

Check the background of this firm on FINRA's BrokerCheck

 

   

OLV INVESTMENT GROUP

• 800-338-4586 • Contact Us

FLINT — The Durant • 607 East Second Avenue, Suite 100; Flint, MI 48502 • (810) 744-4450 • Fax (888) 596-2404

LIVONIA — Seven Mile Crossing • 38705 Seven Mile Road • Suite 155 • Livonia, MI 48152 • (248) 442-0040

ROCHESTER — 800 W University Dr, Suite B • Rochester, MI 48307 • (800) 338-4586

SAGINAW — 3127 Davenport Avenue, Suite B, Saginaw, MI 48602 • (989) 791-7047

FRISCO — 6898 Lebanon Road, Suite 101, Frisco, TX 75034 • (469) 287-5657

Investment advisory services offered through OLV Investment Group, Inc (OLV), a Registered Investment Adviser. Securities offered through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. OLV is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2911381-7/24

Copyright © 2025 OLV Investment Group, Inc. - All Rights Reserved.






Design by Media Café Online, LLC