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OLV Investment Group

Your planning, investing and wealth management partners

  • HOME
  • About
    • CORE VALUES/MISSION
    • HISTORY
    • OLV LEADERS
    • DIAMOND TEAMS
      • TEAM LAGORE
      • TEAM VANVALIN
    • OLV FINANCIAL ADVISORS
    • OLV TEAM
    • CAREER
    • OLV IN THE MEDIA
  • Services
    • Planning
    • Investing
  • Resources
    • Client Account Access
    • Form CRS
    • Resource Tools
    • Markets
  • Articles
    • Joel’s Published Articles
    • This Week In The Market
    • Chf Investment Officer – Market Matters
  • Events
    • Client Events
    • Charitable Events
    • Employee Events
  • Contact
    • Contact Us
    • Video Conferencing
  • Form CRS

Team VanValin

Colleen Duncan

Colleen DuncanRead More

Haley Townsley

Haley Townsley is extraordinarily gifted in making people feel loved and welcome. She happily engages with them in a friendly and inviting way, so no one is a stranger for long! These qualities make her the perfect fit for her role as Client and Culture Assistant. Haley is the first face you see when walking through the doors of our OLV Livonia office and your day will be impacted for the better because of it.

Haley’s previous work at a local coffee house, and as a leasing consultant in an apartment complex, taught her how to build relationships, serve people well, and make them feel special. Her fast-paced jobs required her to juggle multiple demands and trouble shoot regularly. These skills are an incredible asset to the OLV team as she tends to the office and its wide variety of needs.

Haley married the love of her life, Ethan, in 2020. A pandemic certainly offered a vastly different and unique wedding experience! She also has a tiny dog, Boo, who is her fur baby of 10 years. In her free time, you will find Haley playing softball and hand making lots of beautiful crafts and wood projects. Haley and her husband are active members and participants at Northridge-their local church.

Haley TownsleyRead More

Holly Casady

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.

With the sun setting on the beautiful Fiji ocean waters, Holly’s 2019 beach wedding could easily be a scene in a romantic movie! But her husband isn’t her only love – she also 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.

Holly CasadyRead More

Dan LaGore

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.

Dan LaGoreRead More

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 suitable 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 of Bethany Baptist Church, where he is a deacon and the head usher. 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.

Jesse VanValinRead More

Check the background of this firm on FINRA's BrokerCheck

 

      

 

OLV INVESTMENT GROUP LOCATIONS

• 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

AUBURN HILLS — 691 North Squirrel Road • Suite 175 • Auburn Hills, MI 48326 • (800) 338-4586

Registered representatives offer securities through AE Financial Services, LLC (AEFS), member FINRA/SIPC.
Investment advisory services offered through OLV Investment Group, a Registered Investment Adviser. Insurance offered through OLV Investment Group. OLV Investment Group is independent of AEFS.

Copyright © 2023 OLV Investment Group - All Rights Reserved.

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. Any references to protection benefits or steady and reliable 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.






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