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OLV Support Team

Susie Booth - OLV Investment Group

Susie Booth | Executive Administrative Assistant

When you’re with Susie Booth, you feel right at home! Her sunshiny disposition makes her the perfect fit for her role in the OLV Investment Group Hospitality Team. From answering the phones in a timely manner to keeping client paperwork up to date to sending out all sorts of client cards, flowers and blessings, her goal is to brighten everyone’s day.

Susie has worked with Dean for over two decades, and seems to do a little of everything around the OLV office – all with a smile.

Whether at church or at a Christian concert, Susie’s favorite time is spent with her family praising the Lord!  She also enjoys sneaking away to take long camping weekends up north where she kicks back & relaxes by the lake.

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Julie Bowers | Marketing and Advertising Director

With her artistic skill and eye for color, you’ll see Julie Bower’s design talents on display in all sorts of OLV Investment Group communications, mailings, gifts, events and anywhere else she can add her creative touch!

Julie graduated from Central Michigan University in 1988 with a double Bachelor’s degree in Graphic Design and Interior Design. From there she worked at a graphic design company, and then went on to the news advertising world before joining LaGore Wealth Management in 2009. When OLV Investment Group was formed in 2012, it was obvious that Julie’s talents could help the new team! So, she came aboard, and has been involved in driving the company forward ever since.

Julie and her husband have two young-adult children: a daughter and a son. In addition to spending time with her family, she enjoys being the secretary and event organizer at Flushing Point Church of Christ. She also helped start the first Plant-Based Nutrient Support Group (PBNSG) small group in Genesee County and continues to be a hostess for this organization. When she’s not keeping busy in the Flint and Genesee County area, her wanderlust guides her to the great outdoors and around the globe.

 


Holly Casady | Client Service Associate

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 pitbull 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.


Wendy Freeman | Client Service Associate

Wendy Freeman may be humble, but her work is definitely something of which to be proud! As Client Service Associate, she ensures the advisors’ days are well organized and prepared in order to better assist clients with their accounts. Her behind-the-scenes work is a vital part of keeping the OLV Investment Group team’s day-to-day tasks operating smoothly and efficiently.

Wendy studied at Schoolcraft College and Lansing Community College. From there she worked in retail management and then was a pharmaceutical technician before joining the OLV team in 2017.

 

Wendy and her husband are the proud parents of two children, a son and a daughter. She enjoys attending the kids’ sports events and other various activities. She uses her sweet personality at Flushing Community Church where she serves at the Welcome Desk. Her hobbies include reading, shopping and golfing with her husband.


Allison Hillaker | Marketing Content & Social Media Specialist

Even though Allison Hillaker thrives on social media and technology, she definitely understands the importance of face-to-face relationships. So, as Marketing Content & Social Media Specialist, she utilizes technology to support and build upon ongoing personal connections. With her communication skills you’ll be kept up to date on the latest news and events at OLV Investment Group.

After graduating with honors from the University of Michigan-Flint in 2008 with a double Bachelor’s Degree in English: Writing Emphasis and Communications: Journalism Emphasis, Allison worked as a TV News Producer and then as a Marketing/Social Media specialist at a personal insurance company. Thus, her education and experiences have paved the way for a seamless transition to her role in the OLV team.

Allison loves spending time with her young, vivacious family! She and her husband have an outgoing, fun-loving son who was born in 2014, and boy/girl opposite-personality twins who were born in 2018. When she’s not chasing around little ones at home, she most often found at her church, Bethany Baptist in Grand Blanc, where she uses her high energy personality to run the Wednesday night children’s program and play the drums on the Sunday morning worship team. To relax, her favorite pastime is reading classic literature, such as the mysteries of Agatha Christie and Sir Arthur Conan Doyle or the adventures of Jules Verne and Alexandre Dumas.


Stacey Hoover | Client Service Associate

Stacey Hoover is a people person who “never meets a stranger!” Her warm, empathetic personality has been a great asset to the OLV Investment Group team as she takes care of the client dictations, schedules and ensures files are up to date. She has worked with Scott Carty since 2014, and was a welcome addition to the OLV family when she came with him to our team in September 2018.

It’s no wonder Stacey can relate to people so well. She earned a Bachelor’s Degree in Psychology from Eastern Michigan University in 2003. During and after her collegiate career she worked in several customer service roles, and she brings this interpersonal experience to the table daily at OLV!

Stacey and her husband are very involved in their son’s life. From going to music lessons, baseball games, basketball games and more, she enjoys the busy mom life. She also enjoys worshiping with her family at NorthRidge Church in Plymouth, MI and uses her beautiful voice in singing praises on the Worship Team. When she can sneak some quiet time, her favorite past-times are sipping coffee with friends or simply reading a good book on her front porch with her husband by her side.   

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Karen Jeffries - OLV Investment Group

Karen Jefferies | Service Assistant

If Karen Jefferies were a famous character, she’d definitely be Tigger!  With her quick wit and sunshiny spirit, she remains diligent to finish any task that needs to be done. She makes it her aim to be prompt in ensuring the clients are helped to the fullest and that their files stay organized.

After earning her degree in Secondary Education from West Virginia University in 1972, she has done everything from teaching high school to bookkeeping. These roles honed in her organizational skills and ability to prioritize.  Her tender sense of compassion for people, along with her knack for easily engaging with others, made her a perfect fit when she joined the OLV family in July 2011.

Karen married her high school sweetheart, and together they raised their three children.  They now enjoy traveling across the nation to visit their adult children and their wonderful fifteen grandchildren!


Hanni Oskey | Administrative Assistant and HR Operations

Hanni Oskey’s roots run deep in the OLV family tree, both literally and figuratively. As the daughter of Dean and Zan Oliver, she has gleaned from the wisdom acquired through their career journey. It was their love for people and generosity that helped mold her into the caring, people-oriented person she is today. These people-skills, along with her hard-working nature, allow her to excel at her role as Executive Administrative Assistant, through which she directly assists the CEO and Human Resources staff to keep OLV Investment Group operations running smoothly.

Hanni went to work for her parents in 2002, where she began learning the documentation side of the financial industry. She worked for them on-and-off for a total of five years as she began growing her family. Before that, she had attended high school with Sonya LaGore, Jesse and Libby VanValin. So, the OLV Investment Group “family” naturally became a welcome place for her when she returned to the industry in 2019.

Hanni is a busy mom of three high-energy boys. She spends much of her time outdoors with her kids, biking, swimming, sledding, hiking and more. In addition to bringing up her boys, Hanni is also an active member of Bethany Baptist Church in Grand Blanc.

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Bernadette Rainear, OLV Investment Group

Bernadette Rainear | Transition Specialist & CSA Supervisor

Bernadette Rainear’s straightforward, systematic and results-oriented work ethic gives her the ability to make the paperwork process as smooth as possible for the clients. Her history as a school teacher makes her the perfect fit for the role of Client Service Associate (CSA) Supervisor in which she trains new customer service associates and assistants, educates the staff when operational processes and procedures are updated, and oversees the client paperwork. Additionally, as “Transitions Specialist” Bernadette manages the process of transferring client accounts and relationships to OLV Investment Group when a new financial advisor is hired.

Bernadette graduated with a Bachelor’s Degree in Elementary Education from Pillsbury College in 1992, and the following year she received her MN Teaching License & Certificate from Concordia College and became fully licensed in Michigan. She went on to teach six years as a first-grade teacher and another six years as a preschool teacher. During this time, she also took classes at Oakland University, where she earned a Master’s Degree in Early Childhood Education. After teaching for a dozen years, Bernadette went to work for Dean Oliver at what was then called “Harvest Financial Group.” At this time, Jesse VanValin was also employed there. Bernadette’s husband (who is also a teacher) had taught and/or soccer-coached three of Dean’s children, Jesse and his wife Libby. When Joel and Sonya came along and OLV Investment Group was formed, Bernadette was no stranger to them either! She had taught their two daughters and her husband had taught/coached Sonya. So, Bernadette was integrated into the team long before she even considered the financial industry.

Bernadette and her husband have been married since 1993. They are the proud parents of their son, who is a Midshipman at the United States Naval Academy (USNA), and they count down the days until their next visit with him.  They have also been blessed and gifted with their daughter, who is an active high school student. When not attending her daughter’s volleyball and soccer games or horse shows, she enjoys exercising. She has Kettlebell certifications, attends yoga weekly and likes to walk and run. She’s also involved in Mayfair Bible Church, where she is part of a small group.

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Jim_Simmonds_OLV_Investment

Jim Simmonds | OLV Tax

Jim Simmons may technically be retired, but he keeps busy helping the OLV Investment team nonetheless! Jim worked for Legacy Estate & Financial from 1998 to 2016 where he did the accounting, bookkeeping, earned his Series 7, and started doing client taxes. From there, he joined the OLV team and worked as “OLV Tax” before retiring from the everyday workforce in May 2017. However, despite being retired, Jim continues to prepare taxes and answer any tax related questions for OLV Investment Group.

Jim and his wife Linda have three daughters and five grandchildren. He enjoys spending his semi-retirement days fishing, boating and at the beach.

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