Working in the school finance and legal sector since 2011, Ms. West utilizes her experience as an education law paralegal, and most specifically, working alongside bond counsel in facilitating bond elections and financings for Texas public schools. Additionally, at a private firm in the Dallas area, she worked as a special education paralegal representing Texas school districts. With a background in operational and organizational coordination, Ms. West helps oversee internal administration and operations for Live Oak. She coordinates with the other finance professionals to ensure the completion of the Official Statements and other bond documents. In addition, she directs the completion of 1295 forms and Continuation Disclosure filings for the clients.
Ms. West earned a Bachelor of Art in Political Science from Texas Christian University in Fort Worth, Texas. She is a nationally certified paralegal through the National Association of Paralegals and Legal Assistants, NALA, and a member of the NALA’s professional organization. Furthermore, Ms. West has continued her professional studies by completing a post-Baccalaureate paralegal program through Huston-Tillotson University in Austin, Texas.
John has been an advisor in the Municipal Market for 9 years and has been able to serve the financing needs of many public school districts, hospital districts, counties, cities and other issuers throughout that time. His specialization with public schools is based around conducting and successfully passing bond elections and bond sales, in order to help issuers maintain the facilities they need to keep up with today’s ever-changing financial environment. John is a proud supporter, and product, of the Texas public school system . He was raised in Southlake, Texas and is the Son of a third-grade teacher at Carroll ISD where as a youth he played football for the Dragons. John holds a Bachelor’s Degree in Political Science from Texas A&M University with a minor in Business and has followed that education into the Municipal Finance industry. John is a licensed Municipal Advisor maintaining a Series 50 license.
Mr. Merritt has served as Financial Advisor to Cities, Counties, Water Districts and Hospital Districts across the state since 2011, but his real emphasis is on school districts. His experience advising multiple types of issuers has gained him the experience to make him a well-rounded Financial Advisor. Merritt’s emphasis on transparency and educating issuers, in everything from the bond process intricacies to the sale of the bonds and completion of construction, has earned him a reputation as one of the most trustworthy Financial Advisors in the state.
In addition to being a Financial Advisor, Mr. Merritt volunteers as a Field Service Agent for the Texas Rural Education Association, TREA. In that position, he travels the state to help school districts with the unique issues they face and provides advice and resources to help address those needs. This has given Mr. Merritt great insight into the struggles of small and rural school districts; this role has also helps him connect with Superintendents, School Boards and voters.
Mr. Merritt earned a Bachelor in Business Administration in Finance from Texas State University in San Marcos, Texas. He is licensed through the Securities and Exchange Commission as a Series 50 Municipal Advisor Representative.