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OLV Support Team

Susie Booth - OLV Investment Group

Susie Booth | Executive Administrative Assistant

Nine times out of ten, the friendly voice you hear on the phone will be Susie. Having a chat with you is the highlight of her day with the exception of finding out how she can help you. Her warmth and friendliness brighten the office and everybody benefits from her happy spirit.

Having served for almost 21 years, she is a constant resource for almost any need and question or can quickly get you to the best person to help.
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Ben Oliver - OLV Investment Group

Ben Oliver | Financial Advisor
Accredited Investment Fiduciary™

Ben brings his down home, cheerful nature into the office offering assistance to each of the reps and our clients. He is a graduate of Lipscomb University, with an Interdisciplinary degree in American Studies. He has earned his Series 7 and the Series 66 along with his Health and Life Insurance License. With experience in a broad spectrum of work environments with various groups of people, Ben has a natural ability to listen and problem solve. Having had the opportunity to teach others, he remains an eager learner and continues to seek ways to grow and develop as a person as he gains greater understanding of the finance industry.
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Bernadette Rainear, OLV Investment Group

Bernadette Rainear | Client Service Associate

Opening any type of financial account requires paperwork and many signatures. With a Master’s degree in early childhood and a background in teaching, Bernadette is experienced at efficiently juggling many requests and tasks all at once.

Your forms and documents will be processed as quickly as possible and she will work diligently to resolve issues in a timely fashion. Keeping your files accurate and organized is her secret fascination and you can trust she does her best to keep track of the specifics.
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Wendy Freeman - OLV Investment Group

Wendy Freeman | Client Service Associate

Wendy adds tremendous value by assisting the financial advisors to provide exceptional service to our clients. Previously employed in customer care with a well-known healthcare department, she gained valuable work experience that has transitioned well to the financial industry.

Great value is added with Wendy’s organizational skills, her ability to analyze information and efficiently accomplish tasks. She currently stays busy gathering report information, preparing paperwork and answering phones. Her empathy while discussing issues aids in cultivating a friendly environment.

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Elaine Pistor - OLV Investment Group

Elaine Pistor | Service Associate

Earning an Associate Degree was just the first step of her thirty two year career with American Motors and Chrysler. With her depth of experience and ingrained work ethic, she is always willing and capable to provide service for each representative, office member or client. Efficiency guides her office time so if things are crossed off her list, Elaine finds ways to be helpful to others in order to get more work done.

She takes calls, schedules appointments, reviews meetings with associated follow up and works with Sigma to get any processing completed in the timeliest manner possible. She seamlessly moves through interruptions, is eager to learn new skills and looks for ways to improve processes and procedures.

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Karen Jeffries - OLV Investment Group

Karen Jefferies | Service Associate

Her quick wit and sun-shiny spirit come through when she takes a call from you, and Karen remains diligent to finish any task assigned to her. Providing each representative with whatever client information needed, she keeps things organized – whether calendar items or basic files. She enjoys working through all kinds of projects and, after earning her degree in education, she has done everything from teaching high school to bookkeeping.

Karen has the know-how needed to get things done or figure out a new way. With her tender sense of compassion, she loves to work with people and will go out of her way to be a help to, and for, you.
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Jim Simmonds | Comptroller

Management in retail gave Jim an uncanny skill in working well and growing relationships with all people types and personalities. Already friends with Bob Stuart through his wife Linda, it was a seamless transition to join them in the office taking over the responsibilities of accounting and bookkeeping. Earning his Series 7 Designation only deepened his understanding of the business. A trouble shooter by nature, he can help you with your taxes or find understandable answers to questions that may come up in providing service for your planning needs.985x20


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Zan Oliver | Event & Project Coordinator

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. If she is helping with a seminar event, you will feel she planned with you in mind.

As well, she consistently participates in the Flint & Genesee Chamber of Commerce representing the membership of OLV, which allows her to keep her finger on the pulse of the city. Her heart beats for this company and her love and warmth spur her on to serve the client and the staff.
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Julie Bowers - OLV Investment Group

Julie Bowers | Marketing and Advertising Director

With her artistic skill and eye for color, Julie is a true designer. She left Central Michigan University with a double Bachelor’s degree in Graphic Design and Interior Design. Her experience in the advertising art department with the Flint Journal has only been our gain.

Her desire to communicate the financial services we offer motivates her to present you with polished informative material. Maintaining the office calendar at large, you will have timely announcements of any pertinent upcoming event.
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Libby VanValin - OLV Investment Group

Libby VanValin | President of Culture and Communication

As a partner of OLV Investment Group, Libby plays a critical role by performing numerous tasks such as team building, communication, community connection, conducting interviews and handling internal paperwork.

Libby creates an atmosphere of belonging at OLV through her efforts in organizing weekly bible studies, inviting guest speakers, administrating Operation Christmas Child and other charitable work. She also organizes internal events to help build culture and relationship within the company. Libby holds a degree in Health Education and she engages herself in research to provide assistance in human resources regarding benefits and communication. Libby also leads the way in understanding and teaching a personality profile tool used at OLV called DISC reports. She strives to grow in her knowledge of this and share that with all incoming employees, as well as anyone in the community, interested to learn more.

Libby and her husband have three daughters. They are active members of Bethany Baptist Church and reside in Grand Blanc, MI.
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