Saxon Financial Group

Natan Bondin is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation. He has recently begun his career in the financial industry, with prior experience including roles at Saxon Interests, Inc. and a background as a student at Texas A&M University. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach, utilizing model-based and customized portfolios across multiple asset classes and monitors accounts on an ongoing basis.

Brandon Ivy is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. He has worked at Saxon Financial Group since 2023 and previously spent eight years at Linscomb & Williams, Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using model-based portfolios with a range of asset types and a research process grounded in fundamental and cyclical analysis.

Richard Saxon is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Raymond James Financial and Merrill. Outside of his advisory role, he manages agricultural land where he grows and sells oak and palm trees. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model-based and customized portfolios with a long-term focus, utilizing a range of investment vehicles and ongoing account monitoring.

Erin Erdil is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her career includes roles at Morgan Stanley and Raymond James Financial, and she has owned Erdil Financial Group, Inc. since 2007, managing the day-to-day affairs of the business and client assets. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through model-based and customized portfolios with a primarily long-term investment orientation.

Ashley Trlica is a CFP® professional with six years of industry experience. She has worked at Saxon Financial Group since 2023 and previously spent nine years at Linscomb & Williams Inc. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, using a research process based on fundamental and cyclical analysis and maintaining a generally long-term investment orientation.

Jaclyn Gilbert is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James Financial Services in various capacities from 2013 to 2021 before joining Saxon Interests, Inc. in 2021. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs both model-based and customized portfolios with a long-term investment orientation, utilizing a range of assets including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Thomas Staerker is a financial advisor at Saxon Financial Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Atlantes Goeconsulting LLC. Outside of his advisory role, he is the managing partner of Staerker Brothers LLC and has a referral arrangement with a local CPA firm. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services with a portfolio approach that includes mutual funds, ETFs, individual stocks, options, fixed income, alternative investments, and independent managers.

Bretton Williams is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Saxon Financial Group. His prior experience includes 12 years at Raymond James Financial and Raymond James Financial Services, Inc. He also serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston, TX. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a range of investment vehicles including mutual funds, ETFs, equities, options, fixed income, and alternatives.

Darrell Brooks is a financial advisor at Saxon Financial Group in Houston, TX, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services from 2009 to 2021. Outside of his advisory work, he is the owner and branch manager of Riverway Financial Group LLC, a support company based in Houston. Saxon Financial Group manages approximately $616 million in client assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services using a range of investment vehicles and a research process based on fundamental and cyclical analysis.

Timothy Lucio is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and AXA Advisors. He is also involved with Saxon Interests, Inc., where he contributes to financial planning, investments, trading, and operations support. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management and financial planning services. The firm constructs model-based and customized portfolios focused on a long-term orientation, employing fundamental and cyclical analysis.

Oscar Castro is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation with two years of industry experience. He has been with Saxon Financial Group since 2022. Saxon Financial Group manages approximately $616 million in client assets through a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios with a long-term orientation and a research process based on fundamental and cyclical analysis.

Andrew Aldrett is a financial advisor at Saxon Financial Group in Houston, TX. He holds a Series 65 designation and has recently entered the industry with less than one year of experience. Prior to joining Saxon Financial Group, his work history includes positions at Saxon Interests, Inc., Ben E. Keith, Uber, and the University of North Texas. Saxon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using model-based and customized portfolios across a range of asset classes and maintains institutional relationships with major custodians to support its services.

Thomas Thornhill is a financial advisor at Saxon Financial Group in Houston, TX, holding a Series 65 designation and beginning his advisory career in 2024. His prior work experience includes roles at Saxon Interests, Inc. and the University of Houston Downtown. Saxon Financial Group is a multi-advisor firm managing approximately $616 million in client assets, serving individuals, trusts, estates, businesses, and retirement plans. The firm provides investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios that include mutual funds, ETFs, stocks, options, fixed income, and alternative investments with a generally long-term orientation.

Paul Love is a financial advisor with Saxon Financial Group in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Raymond James Financial and Asset Allocation Services, LLC. Since 2021, he has also been affiliated with Saxon Interests, Inc. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a variety of investment vehicles and fundamental and cyclical analysis.

Elizabeth Morrison is a financial advisor at Saxon Financial Group in Houston, TX, with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Asset Allocation Services, LLC. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses model-based and customized portfolios with a primarily long-term investment orientation, employing fundamental and cyclical analysis.