Team Members Archive - OLV Investment Group

Spencer Comps

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.

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Dr. Bill Clark

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.

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Joel LaGore

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 of Business Development, 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.

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Keaton Burke

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.

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Susan Mills Buchheit

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.

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Colleen Duncan

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.

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Zach Wilcox

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.

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Libby VanValin

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.

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Joel LaGore

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Jesse VanValin

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.

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