Investment Advisory Loans

Our Investment Advisory Team Understands Your Business

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  John Turner
  VP - Investment Advisors

  Email John | 651.212.0141



John Turner

VP - Investment Advisors

John Turner joined Live Oak Bank with nearly 30 years of experience in the financial services industry. Prior to joining Live Oak Bank, John ran a successful practice as a financial advisor in the Midwest. He went on to hold several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society. John’s latest position before joining Live Oak Bank included leading a practice management department where he developed a deep expertise in practice staffing, practice financial management, practice acquisitions and succession planning.

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  James Hughes
  Managing Director, Small Business Lending

  Email James | 910.550.2295



James Hughes

Managing Director, Small Business Lending

James Hughes is the Managing Director of Small Business Lending at Live Oak Bank. In this role, James is the Head of Investment Advisory Lending and oversees the management of Insurance, Accounting & Tax, and Law Practice lending. Since joining Live Oak in 2013, he has helped hundreds of businesses achieve their goals through financing. James has served in several roles at Live Oak, including as a sales trader, relationship manager, underwriter, loan officer and business development officer. Before joining the bank, James worked at one of the leading investment banks in the world, where he managed a group of derivative trading assistants and several client service teams. James's dedication is to assist small business owners in attaining success and continuing to thrive with Live Oak Bank's products and services. James has a Bachelor of Arts in Economics from Bucknell University.

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  Trey Schnippel
  VP – Investment Advisory Lending

  Email Trey | 910.227.4165



Trey Schnippel

VP – Investment Advisory Lending

Trey Schnippel joined Live Oak Bank in 2018 as a member of the loan operations team. After that, he transitioned into an underwriting role, where he focused on supporting the investment advisory lending group. In his newest role as a loan officer, Trey is dedicated to helping investment advisors strategically grow his or her business. Before Live Oak Bank, Trey worked for an independent advisory firm where he was fully licensed. As a small business owner himself, Trey is passionate about providing education and access to capital for small business owners everywhere. Trey graduated from East Carolina University with a concentration in accounting.

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  Karen Kneeland
  AVP – Investment Advisory Lending

  Email Karen | 269.267.1354



Karen Kneeland

AVP – Investment Advisory Lending

Karen joined the bank in 2019 as an underwriter for the investment advisory lending team and later moved into the role of a loan officer. With a solid foundation in analyzing financials, her past experience in underwriting enhances her current expertise as a loan officer. Karen helps facilitate small business loans — from the initial conversation into funding. Prior to joining Live Oak Bank, Karen worked for an investment bank for seven years. This firsthand industry experience empowers Karen to support investment advisors in successfully growing their business. Karen is a graduate of Western Michigan University.

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  Zander Heinen
  AVP - Investment Advisory Lending

  Email Zander | 561.706.2757



Zander Heinen

AVP - Investment Advisory Lending

Zander Heinen joined Live Oak Bank in 2020 as an underwriter for the investment advisory lending team and has since moved into the loan officer position. With over 20 years of experience in the financial industry in a series of roles, his most notable role prior to Live Oak was working as a wholesaler for a $100b value-oriented mutual fund company in New York City. Zander has also helped financial advisors with succession planning needs at various consultive and start-up companies. He is a graduate of Lynn University and holds a Master of Science in Finance from the Michael F. Price School of Business at the University of Oklahoma.