Meet the OLV Team

As appointed CEO of OLV Investment Group, Sonya LaGore is passionate about helping others live up to their God given protentional. She is honored and humbled to have the role and opportunity to pour into others’ lives. In doing so, Sonya holds the staff accountable while drawing upon their personal strengths and bringing out the best of each one on the team.Sonya LaGore earned her bachelor’s degree in marketing from Rochester College in 2003, gained years of experience in management and marketing research, then went on to earn her Series 7 and Series 66 securities licenses. She understands the business world along with the ins and outs of the financial industry. She comprehends the numbers and anticipates the necessary processes and procedures the investment office demands. While balancing all the internal and external operational variables, she can organize the fine details providing a structured environment where tasks get done and projects accomplished. She strives for growth of the company, as a whole, as well as growth of each individual, being unified to provide excellent service, and being generous with all that is entrusted to us.Sonya and her husband Joel have two beautiful daughters whose musical talents often lead them to perform on stages around the state! Faith is also a major focus for Sonya and her family, and so she is part of the spiritual formation committee and co-leads a Life Group with Joel at Flushing Community Church. Outside of church and family she uses her gift of giving to give back to the community. She is very involved in the Community Foundation of Greater Flint (CFGF) through which she serves as a Trustee, Chair of Finance, Flushing Area Fund committee member, and a Gen Forward committee member.

There’s no such thing as an unsolvable problem for Jesse VanValin! As Partner and Financial Advisor at OLV Investment Group, Jesse’s intense work ethic guides his relentless pursuit of solutions to the struggles we all face in making investment decisions. He channels his eagerness into researching and investigating companies, trends and patterns in the market in order to provide the most ideal strategy options for individual clients. Jesse works closely with each client’s retirement goals, seeking to deliver a workable, well thought out plan.Jesse’s varied career background as a carpenter, real estate agent and property manager drives him to fight for the success of every man. He relates on a personal level with clients from all types of backgrounds, which fosters his attentive personal service. However, after pursuing various careers, Jesse found his niche when he graduated from the University of Michigan-Flint with a degree in finance in 2006. Shortly after, he joined Dean Oliver’s team, and in 2012 Dean Oliver, Joel Lagore and Jesse VanValin joined forces to create OLV Investment Group.Jesse and his wife Libby have three “daddy’s girl” daughters, who have inherited his intensity and desire to excel at all they do. He and his family are active members in their local church. When he’s not managing client accounts and studying the markets, he loves spending time with family, enjoys woodworking projects and playing an occasional round of golf with friends.

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.

Ministry might as well be Libby VanValin’s middle name because she lives to minister to others. As a Partner, Ministry Department Leader and the Humans Resources Manager of OLV Investment Group, Libby’s number one priority is to build-up the OLV team members. She does this through organizing employee events, charitable giving and projects, service projects, overseas mission’s trips, book/Bible studies, conducting hiring interviews, better understanding employee relationships through DISC personality exams and handling internal communications and paperwork.Libby and her husband Jesse began working with Dean and Zan Oliver in 2006. The mentorship blossomed into a partnership, and OLV Investment Group was born in 2012. Libby’s kind-hearted nature led her to earn a Bachelor of Science in Health Education from the University of Michigan-Flint, and she uses that same caring personality to strengthen the OLV “family.”Libby and Jesse have three spunky, bright girls (all born between 2008 and 2011). The girls’ love for animals led the family to build a coop in their yard, where they raise chickens. Libby is active in her daughters’ education and is the Vice Chair of Family Council Board at the Perry Innovation Center. When not ministering at work or home, Libby continues to minister at Bethany Baptist Church in Grand Blanc, MI where she is the Worship Team Leader and plays the keys each Sunday morning.

In a word Scott Carty could be described as “ambitious.” He is driven by his honesty, integrity, work ethic, compassion, care and strong desire to constantly improve. Scott uses these traits to help his clients reach their goals, probing through their wants and needs, analyzing their investments and income to help them find the best path to their goals.

After earning his degree from Rochester College in 2004, Scott worked in banking. He moved into the financial planning industry in 2007, and then owned his own financial planning firm before joining forces with OLV Investment Group in 2018. His experience in the financial realm and astute investment skills have been a great asset to the OLV team!

Scott and his wife have four active children! He keeps busy coaching his kids’ soccer and basketball teams, and pushes his own athletic limits by participating in triathlons and marathons. He also stays involved in his church, NorthRidge Church in Plymouth, MI.

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.

There’s no such thing as an unsolvable problem for Jesse VanValin! As Partner and Financial Advisor at OLV Investment Group, Jesse’s intense work ethic guides his relentless pursuit of solutions to the struggles we all face in making investment decisions. He channels his eagerness into researching and investigating companies, trends and patterns in the market in order to provide the most ideal strategy options for individual clients. Jesse works closely with each client’s retirement goals, seeking to deliver a workable, well thought out plan.Jesse’s varied career background as a carpenter, real estate agent and property manager drives him to fight for the success of every man. He relates on a personal level with clients from all types of backgrounds, which fosters his attentive personal service. However, after pursuing various careers, Jesse found his niche when he graduated from the University of Michigan-Flint with a degree in finance in 2006. Shortly after, he joined Dean Oliver’s team, and in 2012 Dean Oliver, Joel Lagore and Jesse VanValin joined forces to create OLV Investment Group.Jesse and his wife Libby have three “daddy’s girl” daughters, who have inherited his intensity and desire to excel at all they do. He and his family are active members in their local church. When he’s not managing client accounts and studying the markets, he loves spending time with family, enjoys woodworking projects and playing an occasional round of golf with friends.

As a Financial Advisor, Dr. Bill Clark is dedicated to assisting clients in achieving their retirement goals through a well-planned strategy for retirement. With over 40 years of experience in the financial services industry, Bill has made a name for himself in Frisco, Texas. Bill works to provide advice on retirement planning, tax planning, money management, and insurance needs. From his early days in the industry, Bill’s aim has been to help clients in planning ahead for retirement.Bill’s journey with finance began after working as an undercover police officer in the financial industry. Feeling lead to make a change in his chosen career path, Bill began pursuing a new avenue: financial advising. Earning certifications from the American College in Bryn Mawr, Pennsylvania in 1980, Bill has also pursued doctoral work in psychology and counseling at Cornerstone University.Bill is a proud member of Kingdom Advisors, an organization composed of Christian financial professionals, and coordinates the Dave Ramsey Financial Peace University at his church. In and out of the office, Bill’s aim is to serve and care for those around him.

With over two decades in the financial services industry, Bob Colston is a seasoned professional who first embarked on his journey with an international firm in 1997. Looking for more than the conventional transactional roles, Bob ventured into independent advising. He founded Colston Financial Group in 2007 to offer clients a more personal and tailored experience. In 2023, Bob Colston became a valued member of the OLV Investment Group team. With a wealth of experience in the financial industry, Bob seamlessly transitioned into his role, maintaining the high standards of service and care that our clients have come to rely on. Bob’s sincere and approachable demeanor make him a natural fit for our team. Bob's certifications include Chartered Life Underwriter® (CLU), Chartered Financial Consultant® (ChFC), Life Underwriter Training Council Fellow (LUTCF), and Accredited Investment Fiduciary® (AIF) and they reflect his commitment to professional excellence. His journey throughout the past two decades reflects the high value he places on education, personalized financial solutions, and family.  Residing in Clio, Michigan, Bob, and his wife Diane are proud parents of six, and grandparents of three. Bob enjoys participating in outdoor activities, embracing hunting, fishing, and woodland work, all while cherishing any time he spends with his family and friends.  

Ben Oliver’s down-home, cheerful nature can make any stranger feel like a life-long friend.  With his natural ability to listen and problem solve, he takes a relational and educational approach with each of his clients, focusing on their individual needs and desires.

Ben is a graduate of Lipscomb University, with an Interdisciplinary degree in American Studies. After college, he went on to work as a junior and senior high school teacher for three years. In 2014 he joined the OLV Investment Group team and has since earned his Series 7 and Series 66 along with his Health and Life Insurance License in 2015. Having had the opportunity to teach, Ben brings a dedication to research analysis with him to each OLV client meeting in order to provide thorough advice.

Having three children, and also being foster parents, Ben and his wife remain busy investing in the hearts, minds and lives of their little ones. As part of this investment, he and his family are involved at their church, First Presbyterian Church of Flint. Ben is definitely “no chicken” when it comes to hard work. In addition to working at OLV, raising a family and being active in his church, he also runs the centennial family farm, where he raises cattle, meat chickens, laying hens, honey & hay.

Daniel joined OLV in 2021 to align himself with a firm with values that matched his: *grace, growth, grit and generosity. His warm and witty interaction with people sets them immediately at ease and he uses these skills to help build long-term relationships and trust with each of his clients. His investment philosophy is that investing is a marathon and not a sprint —clients have a better chance of reaching their goals by taking things one day at a time.Daniel entered the financial and banking industry in 2004 after receiving his degree in finance from Central Michigan University. This experience allows him to build strategies that would help his clients reach their financial goals. “I am most passionate about identifying our clients’ needs and developing strategies and plans to help ensure they meet their goals,” said Daniel. “One of my strengths is developing open lines of communication and creating a level of comfort in which my client can feel like themselves.”Daniel has been married to his amazing wife, Megan, for nearly 20 years and has three energetic and fun-loving children: Kennedy, Liam and Hadley. They love spending time swimming, golfing, playing tennis and having fun on their trampoline. Walking the dog with Megan may be the activity he enjoys the most. The LaGores have lived in Macomb Township for nearly 20 years.

Marc is a welcome addition to the OLV team. His bright and engaging personality draws people in. His cheerful disposition and in-depth knowledge of the financial industry make him a perfect fit for our clients. When it comes to your financial world, Marc Janca believes knowledge is your best friend. “When you know and are comfortable with your financial situation, you will have greater confidence,” he says. “I get a lot of satisfaction out of helping clients work toward their financial goals.”

Marc got his start in the industry in 2006 and started his career at the Royal Bank of Canada as an investment advisor. Upon moving to the United States, he spent ten years at Chase Bank where he learned a lot about what the industry has to offer. Today, he is a financial advisor who can offer investment and insurance products and services with confidence. Marc has a bachelor’s degree in finance from the University of Windsor.

Marc and his wife, Ana, have two young daughters-Sasha and Dylan. “Family is very important to me,” Marc says, adding that he spends most of his free time with immediate and extended family. In addition, Marc also serves on the board of the Roman James Foundation, which helps pay the funeral costs of Metro Detroit-area families who have lost a child in the neonatal intensive care unit. Marc and his wife started the foundation after losing their son, Roman James, in the NICU in 2015.

Gerald (Tim) St. Cin has a genuine care for his clients’ well-being that stems from his family’s long-standing training of service before self. At a very young age Tim learned to serve and help others, as he modeled his father’s example as Senior Pastor at Westwood Church of God in Flint, for over 35 years. It is this care and concern for people that keeps Tim motivated to constantly innovate and create unique ways of helping solve his clients’ financial needs.

Tim’s contemplative approach to problem solving allows him to sift through his clients’ complex and detailed needs. When Tim comes to a proposed solution, we are certain that it has been well thought through, analyzed, tested, and his intent is to produce the ideal outcome for his clients’ needs.

Tim’s genuine care for his clients is only superseded by his love of God and Family. Tim has been married to his lovely wife Dawn for over 25 years. Together they have two lovely daughters – Mandy and Emmy – both of which are a testament to Tim’s dedication to a relentless pursuit of knowledge, as both are fully engrossed in their collegiate studies.

Tim holds his B.A. from Anderson University with post-graduate studies at the University of Michigan, Flint. Tim is fully licensed in Michigan to help service his clients’ needs. Tim holds the series 7, 63, 65, and 31 Licenses and is also Life, Health, and Variable Contracts Licensed, which allows for Tim to act in both an Advisory & Brokerage capacity to service his client’s broad ranging needs.

When not working diligently for his clients, Tim enjoys playing the keys with the worship team at Flushing Community Church. He is also a board member of the Genesee County Coaches and Officials Association (Director of Softball), and he enjoys officiating many high school varsity sports events.  When allowed, Tim also loves to tag along with his family to His wife’s favorite place on earth, Disney World.

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.

Meet Susan Mills Buchheit, an accomplished Financial Advisor. Susan specializes in creating tailored retirement strategies for each family's unique goals and circumstances. It is by her commitment to excellence that Susan has achieved her Series 65 certification, as well as a Bachelor of Fine Arts degree from the University of Connecticut and a Master of Education degree from Southwestern Assemblies of God University (SAGU).As an educator, Susan dedicated many years to teaching at a large Christian school, serving as a principal for a K-12 charter school, and currently is an adjunct instructor at The King's University in Southlake, Texas. Throughout her career, Susan has applied her extensive teaching background to leading seminars and coaching people on spiritual and financial topics.Susan's passion for serving her community is evident in her roles as a financial stewardship coach and Altar Minister at her church. Beyond her work and community involvement, Susan enjoys continuing her education and traveling to new places with her husband. She also cherishes spending quality time with her children and grandchildren.

Ammar’s tenacity and focus to accomplish what he has set his mind to is inspiring! He is incredibly adaptable and a quick learner which makes him the perfect complement to the OLV team and a great fit in the role of Assistant Portfolio Manager.Born in Dubai, Ammar moved to the States to continue his studies at the University of Michigan where he completed his bachelor’s degree in Business Finance and Economics and then went on to pursue his master’s degree in Finance from the University of Missouri. His capacity for research and knowledge brings immense value to OLV. He also loves people and has a charming way of engaging people of all ages.Ammar is married to his beautiful bride, Areen. They are the proud parents of a beautiful baby girl, Irha-which in Arabic means, “God’s gift”. She is a wonderful addition to their family! They also just moved back to Michigan from Texas, where they started their married life together. In his free time, Ammar spends every waking moment with his wife and daughter as they seek to build a new life here.

As a former small business owner, Spencer was inspired to shift careers into the financial services industry by a former client in the financial industry. Today, the shoe is on the other foot, as Spencer hopes to inspire the many retirees and pre-retirees, he is honored serve.Spencer is a financial professional who can offer both investment and insurance products and services. He is passionate about helping clients with investing and tax efficiency. Spencer provides advisory assistance and case planning. He enjoys any opportunity he gets to meet face-to-face with clients and discuss their financial goals.Spencer was born and raised in West Bloomfield, Michigan. He enjoys getting to work out and experiencing all things outdoors. Some of his favorite activities include hunting and archery. Spencer’s ambition for learning and growth makes him a great fit for OLV.

Getting to know clients on a personal level is just one reason Zach joined OLV Investment Group. His experience in banking and passion for helping others make him a great fit for the role of Client Relations Assistant.

Before joining the OLV team, Zach spent several years working in banking. He served as a personal banker and branch service manager for Huntington Bank and as a member rep for Sovita Credit Union.

Away from the office, Zach loves spending time with his children, Wes and Audrey, as well as exploring northern Michigan, reading, and playing for local rugby clubs. Zach also actively attends Holy Redeemer Church in Burton.

Anthony is a dedicated Client Relations Assistant with OLV Investment Group. Bringing enthusiasm and commitment to every day, Anthony is passionate about helping clients achieve financial freedom. Joining OLV in 2023, he quickly made a mark with his unwavering dedication to client well-being.

Anthony holds a BA in Economics from Michigan State University and is a proud United States Navy Veteran, having earned several Navy and Marine Corps Achievement Medals during his service. His decision to enter the financial industry was inspired by his observations while in the military, where he encountered individuals unprepared for retirement and lacking knowledge about financial tools. Witnessing their concerns motivated him to help make a difference in the lives of others.

A lifelong learner, Anthony’s passion extends beyond finance. He enjoys exploring a wide range of subjects, from financial market trends to documentaries, and sports. Outside the office, Anthony is an avid snowboarder, a die-hard Michigan State Spartan fan, a coffee enthusiast, and an accomplished golfer. He also enjoys reading, wakeboarding, and painting.

Marcie Owsinski is a dedicated Client Service Associate (CSA) at OLV Investment Group, working diligently in our Flint office. Joining the company in 2023, Marcie plays a vital role in supporting the advisor team by efficiently processing all necessary paperwork and procedures to ensure seamless client services. Marcie excels in areas that demand meticulous attention to detail, adherence to processes, and consistency, making her a great fit for our Flint team.Despite starting her career in a different field, Marcie's passion for customer satisfaction remains unwavering. Previously, she pursued cosmetology studies at Mott Community College and enjoyed over two decades in the professional beauty industry. However, when life presented her with an unexpected opportunity for a fresh start, Marcie fearlessly embraced it, eager to acquire new skills and explore uncharted professional territories.Beyond her professional pursuits, Marcie finds solace and joy in gardening, a hobby she hopes to someday master. Additionally, she finds fulfillment in crafting, camping, and even indulging in archery. Residing in Flint for the past 19 years, Marcie cherishes her role as a mother to three wonderful children and a supportive wife to her amazing husband.

Kelsey’s constant quest for knowledge has been the motivating factor in her pursuing a career in the finance industry. Kelsey received her Bachelor of Finance from York College of Pennsylvania. She then went on to earn her MBA in Finance from Keller School of Management, while also being a busy mom, showing the tremendous grit with which she pursues life. She also received DeVry’s Certificate of Academic Achievement during all three years.

Before joining OLV Investment Group, Kelsey’s career in the financial service industry had been mainly working in the banking sector helping her customers pair their complex financial needs with solutions that she could bring to the table. In her current role at OLV Investment Group, Kelsey assists with data entry, attends client strategy reviews, and tends to clients with online access and service calls.

Kelsey and her family live in Genesee County, Michigan, where their children are involved in an array of sports and extracurricular activities. Kelsey’s hard-earned skill set makes her an excellent addition to the OLV team.

A dedicated and compassionate individual, Jenny has joined OLV in the role of Executive Administrative Assistant. Working to keep office activities running smoothly, Jenny’s position allows her to work across multiple departments, assisting with projects in Administration, HR, Operations, Hospitality and Marketing. It hasn’t taken long at all to see that Jenny is a perfect fit for the OLV team.

A mother of four, Jenny values spending time with her family. Jenny worked at the school her children attended for 15 years and became known as the ‘Mom’ of the school. Bringing her skills from office administration, Jenny is excited to begin a new chapter and a new career at OLV Investment Group.

Jenny and her husband, Wally, married for 28 years, enjoy walks, bike and motorcycle rides, traveling to visit their children and being grandparents. They are active community members, with Wally working at Reach the Forgotten, a jail ministry. They cherish witnessing God’s transformative work in the ministry. Jenny embraces her role at OLV, excited to connect with her co-workers and engage in the organization’s vibrant culture.

Bernadette Rainear’s straightforward, systematic and results-oriented work ethic gives her the ability to make the paperwork process as smooth as possible for OLV clients. Her history as a school teacher makes her the perfect fit for the role of Client Service Associate (CSA) Supervisor in which she trains new Client Service Associates and educates the staff when operational processes and procedures are updated. Additionally, as “Transitions Specialist” Bernadette manages the process of transferring client accounts and relationships to OLV Investment Group when a new financial advisor is hired.Bernadette earned a Bachelor’s and Masters degree in education and has a lengthy teaching history of 12 years, but she took a slight detour 10 years ago when she was hired to work “part-time” for Dean Oliver. Little did she know this would launch her career in the financial industry. She is an integral part of the OLV staff and leads with passion and conviction.Bernadette and her husband have been married since 1993. They are the proud parents of their son, who is a Midshipman at the United States Naval Academy (USNA), and they count down the days until their next visit with him. They have also been blessed and gifted with their daughter, who is an active high school student. When not attending her daughter’s volleyball and soccer games or horse shows, she enjoys exercising. She has Kettlebell certifications, attends yoga weekly and likes to walk and run. She’s also involved in Mayfair Bible Church, where she is part of a small group.

Colleen’s main objective is ensuring all clients receive consistent, personal and exceptional attention. Her more than 25 years of experience as an executive assistant comes through in her dedication to people, attention to deadlines and commitment to meeting expectations.Originally from the Chicagoland area, Colleen has lived in Germany, California, Georgia, Virginia, Texas and Michigan. She and her husband, Patrick, have three amazing children and nine perfect grandchildren. She loves serving in her church and stepping in to help wherever needed. Colleen loves to sing and actually met her husband while being in a band in the 80’s as a lead singer.  In her leisure, she enjoys spending time with family and traveling.

Holly Casady isn’t afraid of a new challenge! As Client Service Associate, she is responsible for keeping clients’ paperwork prepared and processed as well as managing various other tasks to assist the financial advisors.

Holly’s experiences range from clerking to corporate managing to software developing and computer programming. In 2019 Holly joined the OLV Investment Group team, bringing with her organizational abilities, an aptitude for technology, a detail-oriented mindset and the knack to quickly learn new skills.

Holly has a brown tabby named Sadie II and red-nosed pit-bull named Ares. Her hobbies and interests clearly display that she has a love for learning new things! She enjoys: tooling around on her motorcycle, singing (she sat on the Board of Directors for a 501c3 a cappella choir), reading (she’s part of a neighborhood book club), hand quilting, cross stitching, gardening, walking, watching movies, playing cards and board games, American Sign Language and, as if the other hobbies weren’t varied enough, she also enjoys assembling furniture.

In the dynamic world of finance, Caitlyn Jaskiewicz plays an important role as both OLV Investment Group’s Office Manager and Lead Client Service Associate. The conductor of seamless office operations in our Saginaw branch, she effortlessly juggles a multitude of responsibilities. From maintaining the operations of our Saginaw office to working on client paperwork, and scheduling. Her unwavering commitment to client satisfaction is truly a gifting.

Caitlyn’s academic journey is one of relentless dedication, as she earned both an associate degree from Delta Community College as well as a bachelor’s degree from Northwood University. There, she emerged as a shining star, graduating summa cum laude with a major in business and a minor in finance. Caitlyn’s academic accolades represent her passion for numbers and an unwavering commitment to excellence.

Beyond her prowess in the financial realm, Caitlyn is a nature enthusiast. She thrives on outdoor adventures, exploring the world’s wonders one destination at a time. Yet, her greatest joy lies in sharing unforgettable moments with her family, including her husband, Travis, and their son. We are so grateful to have Caitlyn as a member of the OLV team.

Amaris Roman is a motivated Client Service Associate at OLV Investment Group with over four years of experience working in the hospitality and finance industries. She attended Texas Tech University in 2021, pursuing a bachelor’s degree in business administration.

Thriving on diverse challenges, Amaris leads with integrity, adaptability, and confidence. Her strong work ethic allows her to pursue a full-time career and her degree in business simultaneously. Her enthusiasm for exceptional client service and helping those in need extends beyond her work, making her a great fit for the OLV Team!

Born in Washington D.C and raised primarily in Frisco, TX, Amaris has made a positive impact in her community and values the lasting relationships she’s gained over the years. In her free time, Amaris enjoys reading, crafting, exploring entrepreneurial opportunities, and volunteering at her local Church.

Erin Colston is a vibrant force at OLV Investment Group. Working as both our Client Service Associate and Client and Culture Assistant she helps keep our Saginaw branch running smoothly. Erin’s primary focus lies in partnering with Financial Advisors to streamline client paperwork and work alongside the advisory team as a support. Her unwavering dedication to clients and her passion for what she does make her an excellent encourager and member of the OLV family.

Erin’s academic journey is a testament to her commitment to excellence. She earned a Bachelor of Science in Community Development from Central Michigan University, graduating magna cum laude. Her thirst for knowledge is unquenchable, evident in her property and casualty license as well as her health and life license. Erin thrives on continuous learning and eagerly shares her expertise with those around her.

Outside the financial world, Erin is a beacon of positivity and a whirlwind of activity. She finds joy in the company of friends and family, including her two faithful canine companions, Mabel and Buster. Coffee shops, gardening, photography, journaling, and the serenity of sunrises are among her many passions. Erin also dedicates time to her spiritual journey, spending moments with God. Her zest for life makes Erin an inspiring presence both in and out of the office.

Rhonda Carmona is the dedicated Office Manager at OLV Investment Group. Her expertise lies in delivering exceptional client experiences, and she derives great satisfaction from making sure that clients are well cared for. Rhonda’s responsibilities encompass a wide range of tasks, as she works on everything from planning seminars and client events, to managing communication and operations in our Frisco office. We are blessed to have such a detailed and kind individual as a part of the OLV team.

Before joining OLV, Rhonda pursued a degree in Graphic Design at the Art Institute of Dallas. Boasting over nineteen years of experience as an Office Manager, Rhonda’s organizational and managerial skills are key in helping to keep OLV running smoothly. Blessed by a wealth of experience, Rhonda is particularly adept at client-focused event planning. She believes that building genuine relationships with clients and making sure they are cared for are of the utmost importance.

Outside of the office, Rhonda finds joy in traveling to new places and exploring the underwater world through scuba diving. She treasures quality time spent with her friends and family. Born in Dallas, Texas, Rhonda has called the state home throughout her life. She has been happily married to her husband Gil for 15 years and feels blessed with three wonderful sons and four grandchildren. Rhonda’s faith and family are primary, shaping her values and providing a strong foundation for her personal and professional endeavors.

Natalie’s unwavering commitment to excellence and her innate kindness make her an ideal fit for OLV. As a Client & Culture Assistant (CCA), she brings a rare combination of customer service and administrative expertise to the table. Natalie is a firm believer that every task, regardless of its size, deserves to be executed with the utmost excellence. This belief fuels her daily responsibilities, from appointment scheduling and mail delivery to organizing ministry events.

With a bachelor’s degree in Commercial Writing from Pensacola Christian College, Natalie’s professional journey spans 18-years during which she has refined her skills in various roles. Having served as an administrative secretary for a local church and a customer service representative for a local insurance agency, Natalie is a valuable addition to the OLV team.

Away from the office, Natalie cherishes time spent with her two adult children and their spouses. Her hobbies include reading, discovering and strolling along local trails, and learning new board games. Although she was born and raised in Chicago, Natalie has grown to love Michigan over the years, embracing its natural beauty and tight-knit communities.

Meet Scarlett! Her role as a Client and Culture Assistant for our Livonia office encompasses a myriad of tasks. She handles everything from scheduling client reviews, managing in-office client experiences, and helping to organize various internal events and team building activities. Scarlett makes sure our Livonia office is well supplied and running smoothly. She joined OLV in May of 2023 and has been a wonderful fit for the OLV team, as she shares many of the same core values and principles that drive our firm.Born and raised in the Farmington area, Scarlett pursued her undergraduate studies at The University of Michigan in Ann Arbor before transferring to Belmont University in Nashville, Tennessee. There she completed her Bachelor of Business Administration. Her robust background is a rich tapestry of experiences in administrative operations, client services, and notably in spearheading complex projects. We are overjoyed that Scarlett has decided to be a part of our workplace family.Away from the office, Scarlett finds joy in an array of hobbies and interests that keep her life balanced and vibrant. A dedicated supporter of the University of Michigan sports events, she never misses an opportunity to cheer on the teams. Scarlett's love for travelling and attending concerts speaks to her adventurous spirit. An ardent animal lover, Scarlett often spends quality time with animals and finds artistic expression in photography.

Wendy’s love for detail and structure makes her a great fit for the role of Compliance Associate at OLV Investment Group. She brings over five years of experience as a Client Service Associate to her current position. Working to help OLV operate within the necessary guidelines and structures, Wendy is a valuable asset to the team.

Wendy is an alumnus of Schoolcraft College and Lansing Community College. With her dedication to detail and commitment to excellence, Wendy has grown along with OLV, having been on the team for over six years. Her role on the compliance team is an essential piece of our work at OLV.

The proud mother of two, Wendy enjoys attending their sports events and various activities. She is an active member of her local church and enjoys reading, shopping, and golfing with her husband in her spare time.

With her artistic skill and eye for color, you’ll see Julie Bower’s design talents on display in all sorts of OLV Investment Group communications, mailings, gifts, events and anywhere else she can add her creative touch!Julie graduated from Central Michigan University in 1988 with a double Bachelor’s degree in Graphic Design and Interior Design. From there she worked at a graphic design company, and then went on to the news advertising world before joining LaGore Wealth Management in 2009. When OLV Investment Group was formed in 2012, it was obvious that Julie’s talents could help the new team! So, she came aboard, and has been involved in driving the company forward ever since.Julie and her husband have two young-adult children: a daughter and a son. In addition to spending time with her family, she enjoys being the secretary and event organizer at Flushing Point Church of Christ. She also helped start the first Plant-Based Nutrient Support Group (PBNSG) small group in Genesee County and continues to be a hostess for this organization. When she’s not keeping busy in the Flint and Genesee County area, her wanderlust guides her to the great outdoors and around the globe.

With parents who enjoyed long careers in advertising, Patience grew up in the world of marketing. She now plays a key role in helping OLV Investment Group create a different kind of generational impact for the families we serve.From brand development to event planning, Patience is involved in all things marketing at OLV Investment Group. Her other responsibilities include graphic design, social media management, copywriting, photography, and videography. She attended Arizona State University, where she graduated Summa Cum Laude, and is a member of the National Society of Leadership and Success.Patience, a resident of Grand Blanc, is a lifelong Michigander. When she’s not in the office, Patience enjoys painting, reading, and working out, and she’s looking to take up pottery. She also attends a local church and would love to someday use her skillset in missionary work.