Saint Louis, MO Office

Daniel Tabash is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Saxony Capital Management and its affiliated broker-dealer Saxony Securities Inc. since 2015. Outside of his advisory work, he serves as a basketball and soccer referee for the Catholic Youth Council. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly or flat-fee planning, and employs a variety of investment methods including charting, fundamental, technical, and cyclical analysis.

Jonathan Ewanio is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Saxony Securities and Scottrade, Inc. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and offers portfolio management, financial planning, and consulting services utilizing a range of investment strategies including technical, fundamental, and quantitative analysis.

Kurt Palos is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Saxony Securities Inc. since 2012. Palos serves as a board member of St. Agnes School, a nonprofit Catholic school in Missouri. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs various investment approaches including charting, fundamental, technical, and cyclical analysis.

Terrance Webster is a financial advisor at Saxony Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Patrick Capital Markets, Edward Jones, TD Ameritrade, and Webster University. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs various investment strategies, including charting, fundamental, technical, and cyclical analysis.

Mark Thompson is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Saxony Capital Management since 2006 and previously worked at Patrick Capital Markets, LLC from 2012 to 2018. Outside of his advisory role, he is an ordained minister who performs wedding ceremonies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning, utilizing a range of investment strategies including technical, fundamental, and quantitative analyses.

Jarad Mitchell is a financial advisor at Saxony Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Patrick Capital Markets, LLC, US Bank, and Scottrade, Inc. Outside of his advisory work, he is a limited partner in Alliance Resource Partners, LP, a coal mining company. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team approach with 38 advisors and offers a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Marguerite Sansone is a financial advisor at Saxony Capital Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. from 2019 to 2024. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors and employs diverse investment approaches, including discretionary asset management, third-party advisory services, and various analytical strategies.

Ryan Klump is a financial advisor at Saxony Capital Management, LLC, holding the Series 66 designation with 22 years of industry experience. He has worked at Saxony Capital Management since 2004 and has also been affiliated with Patrick Capital Markets, LLC during multiple periods. Klump serves as a partner/shareholder in several holding companies connected to his firm and participates as an advisory board member for a local bank. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, employing a range of investment strategies and third-party manager due diligence.

Jennifer Bruer is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and First Allied Advisory Services, Inc. Outside of her advisory role, she serves as vice president of J&L Sprinkler Systems, a lawn irrigation business. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with 38 advisors and offers a range of investment strategies including discretionary asset management and third-party manager due diligence.

Lynn Griffard is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. Lynn has been with Saxony Capital Management since 2008 and previously worked at Patrick Capital Markets, LLC from 2012 to 2021. Outside of advisory work, Lynn is involved with a food industry business, Fuzzy Logic LLC, as a food vendor and service provider. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management, financial planning, and consulting services utilizing a range of investment approaches including fundamental, technical, and quantitative strategies.

Korey Knepper is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Cetera, SD Smith Financial Co, and Bank of America, among others. Outside of advising, he is also involved in insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors and offers a variety of investment strategies alongside third-party advisory and annuity referral services.

Nicholas Romay is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Saxony Securities, Inc, he worked at the University of Missouri-Columbia and in the food service industry. Saxony Capital Management provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach with 38 advisors and uses diverse investment methods such as charting, fundamental and technical analysis, and allows for strategies including options and short-term trading.

Tim Mackowiak is a financial advisor at Saxony Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors LLC and the City of St. Louis. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans and charitable organizations. The firm operates a multi-team model with 38 advisors, offering discretionary asset management alongside hourly and flat-fee planning, and employs a range of investment strategies including fundamental and technical analysis.

Brent De Rossett is a financial advisor with Saxony Capital Management, LLC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with several firms, including The ON Equity Sales Company and Ohio National Financial Services, and co-owns Advocate CPAs & Advisors, LLC, a CPA and tax firm. Brent serves on multiple homeowners association boards and is involved with the Wayne DeRossett Scholarship Fund, a nonprofit that disburses annual scholarships in memory of Wayne DeRossett. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model and offers discretionary asset management alongside financial planning and consulting, employing a variety of investment methods and strategies.

Eric Hoffman is a financial advisor with Saxony Capital Management, LLC in Saint Louis, MO, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fisher Investments and Trinity Wealth Securities. Hoffman is also involved with Workplace Financial Advisors as a financial advisor and engages in insurance policy sales through various insurance companies. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and offers discretionary asset management alongside hourly or flat-fee financial planning, utilizing a variety of investment approaches including fundamental, technical, and quantitative strategies.