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Meet the OLV Team
Different branches of the same tree

 

Dean Oliver, | Senior Partner, Financial Advisor
CWS®, AIF®

“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 sincerity, 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 and is also an Accredited Investment Fiduciary (AIF) He enrolls in continuing education classes every year and regularly attends numerous financial, investment and estate planning conferences.

Dean, and his wife, Zan, have been married 43 years and live in Goodrich, MI. They have four children, 14 grandchildren, and are active members of the Bristol Road Church of Christ in Flint.


Joel LaGore, | President of Business Development, Financial Advisor
CFP®, AIF®, CRPCP®

“Clients don’t care how much you know, until they know how much your care.”

Joel LaGore, OLV Investment Group

Joel 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 Flushing Community Church 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 committee member of the Flushing Advisory Fund and seeks involvement in internationally focused non-profits which includes traveling internationally to serve as needed in various orphanages.


Jesse VanValin | President of Asset Management, Financial Advisor
AIF®

“Because my clients trust me, I’m tenacious in my efforts to serve them well.”

Jesse VanValin, OLV Investment Group

As a 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 Executive Officer

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

Sonya-LaGore-OLV-Investment-GroupAs the recently 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, gained years of experience in management and marketing research, then went on to earn her 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.

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 also serves as the Past-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 an active volunteer at church helping within the Spiritual Formation Team.

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


Scott Carty | Financial Advisor
CFP®, CEP®, CWS®

Scott Carty OLV Investment Group

Scott graduated from Rochester College with a degree in Business Administration. This path lead him to the financial service industry in 2007 when he began working as a Financial Advisor through Sigma Financial Corporation. Since then he has continued to attract, educate, and build client relationships, forming his own company, Carty Capital Management. In September 2018, Scott decided to partner with the OLV Investment team. Scott’s continuing desire is to educate his clients and empower them with knowledge to assist them in making sound financial decisions now and for their future.

Along with his astute investment skills and commitment to servicing his clients, Scott counter-balances his life with a strong devotion to family. He and his wife, Kellie, have an active life, raising their four children ages 3-12 – one girl and three boys. The family is involved in ministry at Northridge Church in Plymouth. Sports also play a big part in their lives, as you will often find Scott coaching kids in soccer and basketball. Scott also keeps himself fit, participating in triathlons when possible.

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