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Meet the Team

  • Andy Basinger, CFP, Live Oak Private Wealth

    Meet Andy

    Andy Basinger, CFP®
  • Amy Bennett, Client Relationship Manager, Live Oak Private Wealth

    Meet Amy

    Amy Bennett
  • Meet Angel

    Angel Bolton, CFP®
  • Bill Coleman, Managing Director, Live Oak Private Wealth

    Meet Bill

    Bill Coleman
  • Meet Bill

    Bill Collier
  • Daniel Hughes, Senior Fiduciary Advisor, Live Oak Private Wealth

    Meet Daniel

    Daniel Hughes, CFP®, CTFA
  • Susan Janson

    Meet Susan

    Susan Janson
  • Meet Frank

    Frank Jolley, CFA
  • Connor Keller, Managing Director, Live Oak Private Wealth

    Meet Connor

    Connor Keller
  • Missy Musser, Client Relationship Manager, Live Oak Private Wealth

    Meet Missy

    Missy Musser
  • Meet Jan

    Jan Robillard
  • Meet Terry

    Terry Sapp, CFA
  • Meet Laura

    Laura Tayloe

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