The OLV Team
Meet Our Flint Branch
Flint Advisory Team

Joel LaGore
Founder & Financial Advisor, CFP®, AIF®

Tim St. Cin
Financial Advisor, AIF®

Kelsey Hare
Client Relationship Specialist

Joel LaGore
Founder & Financial Advisor, CFP®, AIF®

Tim St. Cin
Financial Advisor, AIF®

Kelsey Hare
Client Relationship Specialist
Flint Service Team

Tyler Rose
Client Service Associate

Amanda Bartlett
Client Service Associate

Brittany Harris
Client Service Associate

Natalie Epperson
Lead Client & Culture Associate
Flint Headquarters

Dr. Tim Tenneriello
Chief Executive Officer & Chief Compliance Officer

Libby VanValin
Chief People and Culture Officer

Marcie Owsinski
Director of Operations

Wendy Freeman
Compliance Manager

Jenny Rose
Employee Experience Manager

Patience Anderson
Lead Creative Associate

Dr. Tim Tenneriello
Chief Executive Officer & Chief Compliance Officer

Libby VanValin
Chief People and Culture Officer

Marcie Owsinski
Director of Operations
Marcie Owsinski is the dedicated Director of Operations at OLV Investment Group. Joining the company in 2023, Marcie plays a vital role in the organization and structure of OLV’s daily operations. Overseeing a team of support staff, Marcie excels in any area that requires meticulous attention to detail, adherence to processes, and consistency.
Despite starting her career in a different field, Marcie's passion for customer satisfaction remains unwavering. Previously, she pursued cosmetology studies at Mott Community College and enjoyed over two decades in the professional beauty industry. However, when life presented her with an unexpected opportunity for a fresh start, Marcie fearlessly embraced it, eager to acquire new skills and explore uncharted professional territories.
Beyond her professional pursuits, Marcie finds solace and joy in gardening, a hobby she hopes to someday master. Additionally, she finds fulfillment in crafting, camping, and even indulging in archery. Residing in Flint for the past 19 years, Marcie cherishes her role as a mother to three wonderful children and a supportive wife to her amazing husband.

Wendy Freeman
Compliance Manager

Jenny Rose
Employee Experience Manager

Patience Anderson
Lead Creative Associate
Meet Our Livonia Branch
Livonia Advisory Team

Jesse VanValin
President, CIO, & Financial Advisor, AIF®

Scott Carty
Financial Advisor, CFP®

Dan LaGore
Financial Advisor, AIF®

Spencer Comps
Financial Advisor & Client Relationship Specialist

Jesse VanValin
President, CIO, & Financial Advisor, AIF®

Scott Carty
Financial Advisor, CFP®

Dan LaGore
Financial Advisor, AIF®

Spencer Comps
Financial Advisor & Client Relationship Specialist
As a former small business owner, Spencer was inspired to shift careers into the financial services industry by a former client in the financial industry. Today, the shoe is on the other foot, as Spencer hopes to inspire the many retirees and pre-retirees, he is honored serve.
Spencer is a Financial Advisor & Client Relationship Specialist who can offer both investment and insurance products and services. He is passionate about helping clients with investing and tax efficiency. Spencer provides advisory assistance and case planning. He enjoys any opportunity he gets to meet face-to-face with clients and discuss their financial goals.
Spencer was born and raised in West Bloomfield, Michigan. He enjoys getting to work out and experiencing all things outdoors. Some of his favorite activities include hunting and archery. Spencer’s ambition for learning and growth makes him a great fit for OLV.
Livonia Service Team
Meet The OLV Team
Frisco Advisory Team

Joel LaGore
Founder & Financial Advisor, CFP®, AIF®

Keaton Burke
Lead Financial Advisor

Muhammad Ammar
Planning Support Specialist

Jacob Rothenberg
Financial Advisor & Client Relationship Specialist

Joel LaGore
Founder & Financial Advisor, CFP®, AIF®

Keaton Burke
Lead Financial Advisor

Muhammad Ammar
Planning Support Specialist

Jacob Rothenberg
Financial Advisor & Client Relationship Specialist
Jacob's work ethic is one marked by a dedication to excellence and wholeheartedly serving clients. As both a student and a veteran of the military, Jacob has demonstrated commitment and tenacity, working towards a finance degree while amassing real-world experience. Before joining OLV, Jacob spent 20 years honing his expertise in home financing, guiding countless individuals through one of their most significant life decisions.
2024 witnessed a pivotal shift in Jacob's career path as he embraced the role of Financial Advisor & Client Relationship Specialist at OLV Investment Group. His objective is clear: to cultivate enduring relationships with clients, providing a platform for financial growth and personal connection. With an array of licenses including Series 66, Series 65, as well as Life and Health, Jacob has quickly become a staple in our Texas office.
Driven by a core philosophy of integrity and reliability, Jacob believes in doing the right thing, anchored by his faith and a forward-looking attitude. Away from the numbers and charts, Jacob is deeply woven into the fabric of Prosper, TX, where he resides with his wife Alissa, their three children, and Hazyl, the family dog.
Frisco Service Team
*INVEST, INCREASE, IMPACT is our mission statement, it does not promise or guarantee results.