Broker Check
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Stephen T. Satterlee, RFC, CMFC

President- Wealth Advisor

985-624-8916 ext. 101

985-624-8918

ssatterlee@liveoakfinancial.com

With extensive experience in the financial, corporate & estate arenas since 1985, Stephen serves selected corporate, individual and estate clients in retirement, investment management, corporate and estate planning. He is the Founder...
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James W. (Jim) Burris, AAMS

Wealth Advisor

985-624-8916 ext. 105

985-624-8918

jburris@liveoakfinancial.com

James has many years of experience in Asset Management, Corporate Consulting and Wealth Management since 1972. He spent the previous eight years with Smith Barney (currently Morgan Stanley Smith Barney) in New Orleans implementing...
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Raymond Jenkins

Wealth Advisor

985-624-8916 ext 115

985-624-8918

rjenkins@liveoakfinancial.com

Ray has 20+ years in Wealth Management, Financial Services and Corporate Planning. He spent the previous 9 years with Edward D. Jones & Co. in Mandeville. Ray is the Founder of "Referrals with a Purpose" which was established in...

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Daniel J. Haar, IV

Wealth Advisor

985-624-8916 ext. 106

985-624-8918

dhaar@liveoakfinancial.com

Danny is a new addition to our Firm and a 2014 graduate from Centenary College of Louisiana, where he studied and received a degree in Economics, and just recently received his series 7 license. Danny Haar works with Live Oak Financial...

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Tracie G. Weaver

Branch Administration Manager

985-624-8916 ext. 100

985-624-8918

tweaver@liveoakfinancial.com

Tracie provides assistance to Stephen Satterlee, the branch manager/ principal and other investment advisor representatives at Live Oak Financial Group, LLC / Securities America. She has been in the securities business for 15 years....
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Elizabeth Hinman

Paralegal, Corporate and Trust Administration

985-624-8916 ext. 107

985-624-8918

Anne Satterlee

Operations Manager

985-624-8916 ext. 103

985-624-8918

Anne has a degree in Finance from University of Louisiana, she works with Live Oak Financial Group to serve our clients.
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