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 at Saxony Capital Management, LLC in Saint Louis, MO, with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Patrick Capital Markets, MBM Wealth Consultants, Saxony Securities, Scottrade, and Edward Jones. Saxony Capital Management serves individual and institutional clients with portfolio management and financial planning through a multi-team approach. The firm uses a variety of investment methods and offers discretionary asset management alongside financial planning and consulting services.

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.

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 18 years of industry experience. She has worked at Patrick Capital Markets, LLC from 2012 to 2021 and has been with Saxony Capital Management since 2008. Outside of her advisory role, she is involved with a food service business through Fuzzy Logic LLC. 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, financial planning, and consulting, employing a variety of investment approaches including fundamental, technical, and quantitative methods.

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 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Advisors LLC, Ameriprise, Merrill, and the City of St. Louis. 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 uses a range of investment methods including fundamental, technical, and cyclical analysis, offering strategies such as options, margin, and short-term trading.

Brent De Rossett is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Saxony Capital Management and affiliated firms since 2016 and has a background that includes The ON Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, De Rossett is co-owner and managing partner of a CPA and tax firm, Advocate CPAs & Advisors, LLC, and serves in leadership roles on several local homeowners associations and a nonprofit scholarship fund. Saxony Capital Management provides portfolio management and financial planning for 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 discretionary asset management and financial planning services, utilizing a variety of investment approaches including charting, fundamental, technical, and cyclical analysis.

Eric Hoffman is a financial advisor at Saxony Capital Management, LLC in Saint Louis, MO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Saxony in 2024, he worked at Fisher Investments and Trinity Wealth Securities. He also has experience in education, having worked at Temple University and Upper St. Clair School District. 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 and offers discretionary asset management alongside fee-based planning, utilizing a range of investment strategies including fundamental, technical, and quantitative analysis.