Saxon Financial Group

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. He has been associated with Raymond James Financial since 2005 and leads Saxon Financial Group as CEO. Outside of his advisory work, he owns agricultural land used for leasing and tree cultivation. Saxon Financial Group manages approximately $616 million in assets across a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing a research process based on fundamental and cyclical analysis with a range of investment vehicles and fiduciary oversight.

Erin Erdil is a financial advisor with Saxon Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with Raymond James and Erdil Financial Group since 2007 and with Saxon Interests, Inc. since 2021. She also owns Erdil Financial Group, Inc., a support company involved in managing business affairs and client assets. Saxon Financial Group manages approximately $616 million in client assets across a 12-advisor team, serving individuals, trusts, estates, businesses, and retirement plans. The firm employs a range of investment vehicles with a primarily long-term orientation, integrating fundamental and cyclical research and offering discretionary and non-discretionary management along with financial and retirement planning services.

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 at Saxon Financial Group in Houston, TX, holding a Series 66 designation with eight years of industry experience. She has worked with Raymond James Financial Services since 2013 and has been with Saxon Financial Group since 2021, where she also serves as Chief Compliance Officer and Operations Manager. 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 discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, using model portfolios that include a range of investment types and employing fundamental and cyclical analysis with a generally long-term investment orientation.

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 at Saxon Financial Group. He previously worked at Raymond James Financial and Raymond James Financial Services for 12 years. Outside of his advisory role, he serves as Secretary and Treasurer of the Villas of Hempstead Homeowners Association in Houston. 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 range of asset types and applying fundamental and cyclical research analysis.

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 licenses and seven years of industry experience. He has worked at Saxon Financial Group and affiliated entities since 2018 and previously held roles at Raymond James Financial Services Advisors and Axa Advisors. His other business activities include supporting financial planning, investments, trading, and operations at Saxon Financial Group. 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 model portfolios with a range of asset types and a fiduciary approach.

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.

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 at Saxon Financial Group in Houston, TX, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Raymond James Financial and Asset Allocation Services, LLC. Saxon Financial Group manages approximately $616 million in 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, utilizing model portfolios with a range of investment types and a research process based on fundamental and cyclical analysis.

Elizabeth Morrison is a financial advisor with Saxon Financial Group in Houston, TX, holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Asset Allocation Services, LLC. 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 discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios composed of mutual funds, ETFs, individual securities, and alternative investments with a generally long-term orientation.