OLV_Masthead_5
985x20


985x20

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 Group

Since 1975, when Dean Oliver entered the financial business under the mentorship of his uncle William (“Bill”) Oliver, the needs of the client have remained his primary passion. Dean takes pride and care in customizing strategies that fit each individual’s 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 his clients with sincerity and grace. His simplistic view of obstacles and skillful thoroughness enables him to offer sound financial advice for each individual in each stage of the his/her life.

Dean is dedicated to educating himself on the ever-changing industry. Therefore, he is a member of 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. He 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 love spending time with their four children, son/daughter-in-laws and fifteen grandchildren! They are also very involved at Bristol Road Church of Christ where they host small groups at their home and are a part of the shepherding team. Dean’s hobbies include visiting the Henry Ford and collecting meaningful, historical items. He loves anything that has a story, whether it’s memorabilia from historic downtown Flint or family heirlooms.


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

Within minutes of talking to Joel LaGore, you’ll feel as if you’ve been friends for a lifetime! Joel’s outgoing, welcoming, friendly personality often turns a client affiliation into deep, long-lasting friendship! This relationship-focused mindset leads Joel to constantly recreate and cultivate the financial planning process to provide clients with quality service as a fiduciary standard. To do this, he remains up-to-date in the industry and stays current in the education requirements for the designations of Certified Financial Planner CFP®, Accredited Investment Fiduciary AIF ®, and Chartered retirement planning counselor Tm

Joel graduated with a Bachelor’s of Science in Finance with a minor in Economics from Oakland University. His first experience in the financial industry, though, came when he interned for Dean Oliver in 1999. After gaining wisdom from Dean, Joel went on to become a personal banker with Huntington Bank, moving on to become a Team Leader with Huntington Investment Company where he became fully licensed. He continued to grow and learn and became the youngest Investment Team Leader in the bank’s history, giving him the opportunity to oversee the investment operations and sales of nine branch offices in the suburban Detroit area. A few years later, Joel took his investment skills to Smith Barney (now Morgan Stanley), and moved his family back to the Genesee County area. He stayed at this location until the financial crisis hit in 2008-2009 and created turmoil in the brokerage industry. In an effort to continue providing clients with quality service as a fiduciary standard, Joel and his wife Sonya took a leap of faith and started LaGore Wealth Management and became Investment Advisor Representatives of Sigma Planning Corporation. In 2012, Joel returned to join forces with his mentor, Dean Oliver, and friend, Jesse VanValin, to launch OLV Investment Group.

From their first date in 1999, Joel knew Sonya was “the one,” and they were married only a year later. They have two musically talented daughters, one who loves to sing and has written hundreds of songs and the other whose dream is to be a concert violinist. The girls’ talents lead the family to take many weekend trips to Nashville in an effort to support their musical aspirations. When not traveling to Tennessee or stages around Michigan, Joel works with Sonya as life group leaders and spiritual life development team members, and sings with his daughters on the worship team at Flushing Community Church.  He enjoys serving the community through his work as an advisory committee member of the Flushing Community Fund. When he can sneak in a few minutes to relax, he’s an avid golfer.


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

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.

 


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-Group

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 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.


Zan Oliver | Event Coordinator, Marketing Assistant

“It is such a privilege to serve our clients and the OLV team.”

For as many years as Dean has provided financial service, Zan has been by his side. However, don’t be misled by her preference to work behind the scenes. Her creativity really shines through the many personalized design pieces created for OLV. Her ability to always add to the creative process brings about the best design possibilities. Her responsibilities with the marketing team demonstrate her desire for you to see OLV on a personal level, as she helps to create meaningful ways to communicate through cards, invitations and brochures. As well, she pours out her warm welcoming spirit as she leads the Hospitality team. If she is working on an external client outing like a seminar or a special event, you will sense she planned with you in mind. The same holds true for her generous internal planning for the staff. Her heart beats for this company and whether you are a friend, guest or a stranger you will feel her outpouring of love.

Zan and Dean were married in 1975, and it was that same year Dean began his career in the financial industry. Dean began selling life insurance for his uncle, and Zan was always there to encourage and aid him in his career. After Dean’s uncle passed away, Dean began his own company that widened the scope of his financial business to include annuities and securities, and Zan assisted him in this new endeavor. Then, in 2012 Zan and Dean joined with Joel and Sonya LaGore and Jesse and Libby VanValin to form OLV Investment Group. Zan’s hospitable nature, sincere care for others and love for people made her the perfect fit to spear-head the hospitality group and be a vital member of the marketing team.

Zan and Dean have had a wonderful life together with their four children and fifteen grandchildren! They love spending time with their kids and grandkids, especially when they’re out splashing on the lake. They are also very involved at Bristol Road Church of Christ where they host small groups at their home, are a part of the shepherding team, and where Zan has taught the 4th/5th Grade Bible class for over twenty years.


Libby VanValin | President of Culture and Communication

“The OLV Team is more than a team; we’re a family.”

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.