TEAM Stephen T. Satterlee, RFC, CMFC President- Wealth Advisor 985-624-8916 ext. 101 985-624-8918 [email protected] 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... Read more James W. (Jim) Burris, AAMS Wealth Advisor 985-624-8916 ext. 105 985-624-8918 [email protected] 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... Read more Raymond Jenkins Wealth Advisor 985-624-8916 ext 115 985-624-8918 [email protected] 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... Read more Daniel J. Haar, IV Wealth Advisor 985-624-8916 ext. 106 985-624-8918 [email protected] 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... Read more Tracie G. Weaver Branch Administration Manager 985-624-8916 ext. 100 985-624-8918 [email protected] 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.... Read more 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. Read more Sue Crise Office Assistant [email protected] Have a Question? Name Email Question Thank you! Oops!