Jason A. Zamora, CRPC®
Wealth Manager – President
As President and CEO of Live Oak Investors, Jason had a vision of creating a Wealth Management Group which could offer something more than just the standard planning and investment packages. With more than 19 years of experience in both the Insurance and Financial Services industry, Jason has assisted thousands of individuals, as well as families and businesses, the ability to pursue success in their financial futures.
Upon graduation from St. Mary’s University in San Antonio, Jason carried his BBA in Corporate Finance and joined the New York Life Insurance companies at the ripe age of 22 years old. It was here, where Jason set forth towards a lifetime career in the financial services world. At the age of 25, Jason became the youngest Advisor ever promoted to Partner with the New York Life.
Wanting more than just the responsibilities of recruiting and developing, Jason began to reestablish the strong relationships he held in South and Central Texas, and the creation of Live Oak Investors began to take shape. Soon after, in the Fall of 2004, Live Oak Investors established its presence both within Live Oak County and San Antonio, Texas. Live Oak Investors set out to address the needs of individual investors and assist them in planting the seeds for a secure future.
Currently Jason offers securities and retirement planning through LPL Financial, where he has the autonomy to assist his clients in implementing various investment strategies. Jason’s primary purpose and passion is to nurture relationships which have been built on confidence, loyalty and trust. He simply believes “It isn’t the amount of your investment which gets you too where you want to be, it simply having the discipline of putting it away.”
Jason’s principal focus is to ensure his clients fully understand the importance and distribution of the retirement assets which have accumulated within their 401K and Pension Plans. He currently assists in distributions for both pre-retirees and retirees from USAA, Citgo, Valero, and CPS Energy.
As a Charted Retirement Planning Counselor™, Jason specializes in and provides in-depth knowledge of an individual’s needs both before and after retirement. He diligently covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, estate planning, and more.
When its time to play, Jason enjoys spending time with his wife Samantha and is always excited and trying to keep up with his son Brayden and new daughter Blakely. Beside enjoying his home with family, Jason always enjoys fishing, hunting, and traveling the country when he can.
Sylvia M. Lugo
Director of Operations
Sylvia serves as the Director of Operations for Live Oak Investors. She oversees all technology, operational, and administrative areas within the firm.
Sylvia was born in Puerto Rico. Earned a Bachelor’s Degree from the University of Puerto Rico in Administrative Science. She followed her husband’s military career for over 20 years, including living in Europe for over 7 years. She moved to San Antonio, Texas in 2002. She has worked in the financial and management industry for over 20 years. Sylvia began her financial career working with Banco Popular of Puerto Rico, continued her banking experience with Community Bank in Bamberg, Germany, Intercontinental National Bank and Falcon International Bank in San Antonio, Texas, and rapidly advanced in technology and operations through LPL Financial.
Sylvia was awarded with the Heart of Victory Medal in February 2000 for leading the Family Support Group during military deployment and for her support to active duty soldiers in Bamberg, Germany. She was also recognized as Employee of the Quarter in 2008 while working for Falcon International Bank in San Antonio, Texas.
Sylvia’s other passion is being a Group Fitness Instructor, she is currently teaching part-time at the Mays YMCA in San Antonio, Texas. She also enjoys spending time with her husband and friends; also enjoys riding her motorcycle through the Texas Hill Country.
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With a custom financial strategy, we provide you with investments that will work toward achieving your financial goals. A diversified product line, unmatched resources and premier customer service IS the difference between investing and investing wisely.
Live Oak Investors is more than investments. Our team of financial experts can assist you with every aspect of your financial needs. We have a reputation for being the firm that clients trust because we aspire to do what’s right for the client.
Live Oak Investors was developed upon practices which offer something more than just the standard personal finance and investment packages. We take great pride in nurturing relationships which have been built on confidence, loyalty and trust.