About

Investing in People

About Us

What We’re About

Our mission is simple: to serve with authenticity, integrity, and excellence. We believe in the power of people—because behind every financial decision, goal, and plan is a story worth investing in. Relationships are at the heart of everything we do, and they’re what truly drive us forward.

Founded in 2012 by three families , Oliver LaGore, VanValin has expanded to five office locations across Michigan and Texas, enabling us to better serve the communities we love.

GRACE, GROWTH, GRIT, GENEROSITY
GRACE, GROWTH, GRIT, GENEROSITY

Our Focus

Grace, Growth, Grit, & Generosity

In all that we’ve done one thing remains: Our focus is, and always will be, on serving others.

We’re more than a financial firm— we’re a team of people who invest in people.

We are OLV.

Advisor

Meet Our Team

Executive Team

Dr. Tim Tenneriello

Chief Executive Officer & Chief Compliance Officer

Jesse VanValin

President, CIO, & Financial Advisor, AIF®

Libby VanValin

Chief People & Culture Officer

Advisory Team

Joel LaGore

Founder & Financial Advisor, CFP®, AIF®

Jesse VanValin

President, CIO, & Financial Advisor, AIF®

Ben Oliver

Lead Financial Advisor, MA, AIF®, CFP

Keaton Burke

Lead Financial Advisor

Tim St. Cin

Financial Advisor, AIF®

Scott Carty

Financial Advisor, CFP®

Daniel LaGore

Financial Advisor, AIF®

Muhammad Ammar

Planning Support Specialist

Spencer Comps

Financial Advisor & Client Relationship Specialist

Zachary Wilcox

Financial Advisor & Client Relationship Specialist

Jacob Rothenberg

Financial Advisor & Client Relationship Specialist

Kelsey Hare

Client Relationship Specialist

Support Team

Marcie Owsinski

Director of Operations

Wendy Freeman

Compliance Manager

Jennifer Rose

Employee Experience Manager

Patience Anderson

Lead Creative Associate

Caitlyn Jaskiewicz

Lead RIA Client Service Associate

Amaris Roman

Lead Specialized CSA

Tyler Rose

Client Service Associate

Amanda Bartlett

Client Service Associate

Brittany Harris

Client Service Associate

Natalie Epperson

Lead Client & Culture Associate

Rhonda Carmona

Officer Manager & Client and Culture Associate

Scarlett Williamson

Client & Culture Associate

Career

Succession Planning Ready to Retire?

Your legacy deserves a soft landing. At OLV, we’re your trusted partners in navigating the next chapter of your career. Whether you’re stepping back after years of dedication or planning a gradual transition, our seamless process helps ensure your clients continue to receive the same level of care and expertise they’ve come to expect.

From personalized transition plans to ongoing client support, we’ll work with you every step of the way to preserve your hard-earned reputation and ensure a smooth handoff. Let us help you retire on your terms.

Transitioning Advisors Looking for a Team?

A career move isn’t just about where you’re going—it’s about who you’re growing with. At OLV, we believe in strength in numbers. Our collaborative team environment provides the resources, support, and camaraderie to help you thrive.

You’ll have access to a dedicated service team to lighten your load, a culture that champions mentorship and career development, and tools to fuel your growth. We’re more than just a workplace—we’re a partner in your success.

One of a Kind Culture

Everyone wants to be a part of something bigger. At OLV our goal is to invest in people, this applies to those we serve, but it also applies to the individuals we work alongside every day. We want to create a place where people can thrive, that’s why so much of out office culture is centered around our values and habits.

At OLV we make the charitable assumption about others, we talk to; not about, and call each other up instead of calling other out. We believe that a healthy office culture is the direct result of what we value and what we do.

We want to invest in you

At OLV we love working with individuals who are aligned with our values and culture. That’s why we take extra care when it comes to choosing our teammates. We believe that strong office culture is the result of diligence in our work and genuine care for others.

Apply for open jobs here:

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Important Reminder

OLV Investment Group does not use WhatsApp or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. OLV provides investment advice only to clients or investors with whom it has a contractual relationship. OLV does not provide investment or other advice to non-clients.

You can look up investment advisers and their registered persons at: https://adviserinfo.sec.gov/

For more information investing generally, please see: https://www.investor.gov/