Experienced professionals. Direct relationships. Long-term perspective.
Our clients choose Live Oak not only for our capabilities, but for the people behind them. We believe strong advisory relationships are built on judgment, continuity, and the confidence that comes from working with professionals who have seen complexity before.
Our Team
Serious counsel requires experienced people.
Our clients are served by senior professionals with over 100 years of combined experience across investment management, private wealth strategy, estate coordination, tax-aware planning, family office operations, and multigenerational stewardship.
Credentials matter. Experience matters. Character matters more.
Jonathan Solo
CEO / Managing Partner
Private wealth strategy, tax & estate coordination, quantitative investing
Jon Solo has built his career advising high-net-worth families and business owners, with a focus on helping them navigate the complexity that comes with significant wealth. His experience centers on protecting client wealth, managing risk, and bringing thoughtful, strategic judgment to the tax, estate, and investment decisions that shape long-term financial outcomes.
Andrew Malloy
Partner / Director Strategic Development
Alternative investments, family office management, institutional consulting
Andrew has 35 years of experience in alternative investments, family investment office management, and wealth management industries. As Chief Investment Officer, partner, and shareholder at TAG Associates, he helped build one of the largest multi-family offices in the US.
John Whittington
Senior Wealth Manager
Wealth management, retirement planning, estate coordination
John Whittington has over 40 years in the financial advising business specializing in growing and protecting wealth for a client's future, providing financial security and confidence that every decision connects to a larger plan. Whether your goal is a comfortable retirement, education funds for future generations, or estate planning, John believes that each client deserves his full loyalty and commitment.
Ken Jobes
Equity Strategy Advisor
Equity strategy, quantitative models, portfolio construction
Prior to founding Live Oak Wealth Advisory Group in 2010, Mr. Jobes served as a senior VP/financial advisor at RBC Wealth Management. With more than 40 years of experience, Ken started his career with Merrill Lynch in 1968.
Michael Robertson
Business Development
Client acquisition, quantitative trading, relationship management
Mr. Robertson has over 20 years' experience in financial services as both a high-frequency equity trader and selling investment products. During his career, Michael has also worked with several quantitative funds to develop proprietary trading platforms and assisted with the distribution of those funds.
Michelle began working in the investment industry in 1990. She has served in various positions in diverse areas of the industry, including licensing, operations, administration, marketing and as a national trainer for AIG Annuity Insurance Company covering all of the United States.
Culture & Values
We hire for judgment — not just credentials.
Selective Client Base.
We serve a deliberately limited number of clients. Not because we lack the capacity to grow, but because trust is earned through time, attention, and a level of service that cannot be delivered at scale.
We hire for judgment.
Expertise is expected. Judgment, the ability to balance complexity, exercise discernment, and speak with candor when it matters most, is what defines our people.
We value continuity.
The most enduring asset we provide is a team that knows our clients well, understands their history, and remains a steady presence through every chapter of their lives.
How We Work
Direct access to senior advisors — no handoffs, no intake coordinators.
Direct Access
Every client works directly with senior advisors who know their full financial picture. No handoffs to junior staff. No intake coordinators.
Coordinated Team
Our team shares knowledge internally so your situation is understood by everyone involved in your advisory relationship — not just one person.
Proactive Communication
We reach out when something matters — market events, tax law changes, or opportunities specific to your situation. You should never have to wonder what your advisor is thinking.
Meet us in person. Every relationship starts somewhere.
Our advisors work with a select number of clients who value depth over volume. If the people you have read about seem like the right fit for your situation, we would love to connect.
Every inquiry is handled with complete discretion.