General Info

With extensive experience in the financial, corporate & estate arenas since 1985, Stephen Satterlee serves selected corporate, individual and estate clients in retirement, wealth management, corporate and estate planning. He is the Founder and Principal of Live Oak Financial Group, which was established in 1996. Stephen also formed and acted as the Principal / Chief Investment Officer of Live Oak Advisory Group, an independent Registered Investment Advisory Firm from 2000-2010.