As Founder and CEO of Live Oak Investors, Jason had a vision of creating a Private Wealth Management Group which could offer something more than just the standard retirement planning and investment packages. With more than 25 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.
Our Partners
Watch your retirement blind spots.
Planning for retirement is no easy task. As you progress through your career and transition into retirement, there is a lot to be aware of. Learn about 5 blindspots to be aware of as you plan for your retirement.
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Our Services
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.
Our Strategies
Live Oak Investors was developed upon practices that offer something more than just the standard personal finance and investment packages. We take great pride in nurturing relationships that have been built on confidence, loyalty, and trust.
Planning Resources
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.
