OLV_Masthead_5
985x20

Check the background of this firm on FINRA’s BrokerCheck.


985x20

Meet the OLV Team – Different branches of the same tree

Dean Oliver, | Chief Executive Officer
Certified Wealth Strategist ®, Accredited Investment Fiduciary™

“The client deserves time, sensitivity to real life circumstances, and attention to their needs.”

Dean Oliver, OLV Investment GroupSince 1975, when Dean Oliver entered this business, the needs of the client remain his primary passion. As you and Dean get to know each other, he can customize and help you choose strategies that fit your retirement and estate needs. His lifelong commitment to pursing insights into the industry keeps him current, allowing him to be well versed in communicating with you and working with you in your planning. His humility, quiet grace, and simplistic view of obstacles tries to hide the skill of thoroughness he exemplifies while working for your interests.

Dean’s memberships include the National Association of Insurance & Financial Advisors, the National Association of Life Underwriters, and the Planned Giving Round Table of SE Michigan. He was a student at Rochester College (formerly Michigan Christian College) and is an alumnus of Harding University in Searcy, Arkansas. Dean Oliver acquired his Certified Wealth Strategist designation through Cannon Financial Institute, based in Athens, Georgia. He enrolls in continuing education classes every year and regularly attends numerous financial, investment and estate planning conferences.

Dean, and his wife, Zan, live in Goodrich, MI. They have four children, thirteen grandchildren, and are active members of the Bristol Road Church of Christ in Flint. Dean’s warmth and sweet spirit equip him to volunteer each year for one of his favorite church sponsored events – the “Back to School Bash” – an opportunity to provide backpacks overflowing with school supplies for local children.


Joel LaGore, | President of Wealth Management
Certified Financial Planner®, Accredited Investment Fiduciary™,
Chartered Retirement Planning Counselor®

“Thirst for knowledge motivates me to become better educated, which allows me to teach and better educate our clients.”

Joel LaGore, OLV Investment GroupJoel LaGore received his Bachelor of Science degree in Finance, with honors, from Oakland University. His desire for knowledge fueled his quest to earn additional designations like the CFP and CRPC. His evolving education fosters his skill in advising in the areas of Financial Planning, Estate Planning, Insurance Planning, College Funding Analysis, and Portfolio Management. As well, his educational and experiential base remains a great source of info for writing a monthly article for MyCity Magazine.

Joel’s zest for life and his enthusiasm for all that can be good in the financial industry brings out his charisma and his natural ability to lead. His positive energy is a constant encouragement and drives his visionary views. As a client and as a friend, you will be contacted on a continual basis. Joel knows that life brings change and wants to be aware of your needs or developments. He is persistent in keeping the lines of communication open so he is willing to check in with you once a week, once a month or whatever works best for you.

Joel & Sonya LaGore and their two daughters live in Flushing, MI and attend Central Church of the Nazarene in Flint. His highest goals are undergirded by his philanthropic desires. His focus on giving back to his community can be seen by his involvement as a coach for a travel basketball team and his commitment helping at his church. He is a volunteer for kid’s church and helps lead the kid’s worship program. Joel maintains his membership in the Downtown Flint Rotary, looking for service opportunities to take this area back to former days. He is a committee member of the Flushing Advisory Fund, and seeks involvement in internationally focused non-profits which includes traveling to Haiti to serve as needed in various orphanages.

 


Jesse VanValin | President of Asset Management
Accredited Investment Fiduciary™

“The smarter I work and the bigger load I carry for our clients, the less burdened they are by the details of financial planning.”

Jesse VanValin, OLV Investment GroupAs a fully licensed financial advisor, Jesse VanValin’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 best possible options that he can for individual clients. Jesse works closely with you and your retirement goals seeking to deliver a workable, well thought out plan.

Jesse’s background as a carpenter, real estate agent, and property manager allows him to bring a unique perspective to the table. He fights for the success of every man and his ability to relate on a personal level with clients from all types of backgrounds fosters his attentive personal service. He is a University of Michigan, Flint graduate with a degree in finance and continues to work as an alumni in promoting scholarships for business management students.

Jesse VanValin and his wife Libby have three daughters. They are active members of Bethany Baptist Church and reside in Grand Blanc, Michigan.

 


Sonya LaGore | Chief Operating Officer

“Keeping the office functioning smoothly as a cohesive unit provides timeliness, stability and an exceptional level of service our clients deserve and expect.”

Sonya-LaGore-OLV-Investment-GroupSonya LaGore earned her bachelor’s degree in marketing from Rochester College, gained years of experience in management and marketing research, then went on to become a licensed financial representative. 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. As a problem solver, Sonya holds the staff accountable while drawing upon personal strengths and bringing out the best in the team. While balancing all of the operational variables she can organize the fine details providing a structured environment where tasks get done and projects accomplished.

Her leadership skills carry over into the relationships she has with multiple organizations. Her role as a committee member on the Flushing Area Community Fund led to a similar opportunity to serve concurrently as a board trustee on the Community Foundation of Greater Flint. She specifically serves as the Vice-Chair for Gen Forward. In addition to working to improve her community and Genesee County as a whole, she helps area kids in need receive bedroom makeovers as a board trustee of Zoie Sky. As well, she is Joel’s Assistant basketball coach, volunteers with kid’s church and uses her musical skills with the kid’s church worship team.

Sonya raises her two daughters with husband Joel LaGore, balancing her family and work undergirded by her faith and her spirit of giving.