CFP®, AIF®
Joel LaGore is a Financial Advisor who is highly regarded for his friendly and outgoing personality. He believes in building strong relationships with his clients and often forms deep, long-lasting friendships with them. Joel’s financial career began in 1999, when he interned for Dean Oliver. From there he worked for Huntington Investment Company and Smith Barney. In the midst of the 2008 financial crisis Joel and his wife, Sonya, took a leap of faith in starting their own company, LaGore Wealth Management. Their goal was to continue providing exceptional care and service to clients despite the turbulent economic times. In 2012, Joel and Sonya made the decision to team up with Dean Oliver and Jesse VanValin for a shared business endeavor, OLV Investment Group.
Joel’s focus on building long-lasting relationships has served him well at OLV, as he has earned a reputation as a trusted advisor and friend. As a Founding member of OLV and a Financial Advisor, Joel works closely with our Money Management Team. Joel has proven that no matter the season, he is committed to caring and serving his clients with unwavering dedication.
Joel and Sonya have two musically talented daughters who are each pursuing careers in Christian music. When not working or spending time with his family, Joel dedicates his time to various community organizations. Joel is an avid golfer and enjoys playing whenever he can.
We are a team of dedicated financial experts committed to guiding you towards financial growth and success.
Advisory services offered through OLV Investment Group, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance products are offered through OLV and are not subject to Investment Adviser requirements.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. OLV Investment Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through OLV a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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