Saxon provides comprehensive Employee Benefits, Wealth Management, Medicare, and Retirement Services to our clients.

Whether you are a CEO, Small Business Owner or head of household, we utilize a team approach in analyzing and planning a client’s investment portfolio, cash flow, retirement and benefit/insurance needs. Our recommendations are based solely on your specific needs, circumstances and goals. We consistently monitor your goals and offer education to ensure your plan stays on course to meet your needs. 

The partners have over thirty years of investing and benefit experience and are active members of the community.

2023 Saxon Financial Services Communication regarding securities is strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, GA, IN, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, VA, WA, WV, WY.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Saxon Financial Services are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Content provided via links to third-party sites should not be considered an endorsement of third part content. We make no representation as to the completeness or accuracy of information provided at these websites. 

Content/Posts pertaining to fixed insurance and health benefits services Do not relate to securities or advisory service, and are not affiliated with Cambridge.

Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Not affiliated with or endorsed by the government or the federal Medicare program.

Insurance

Investment Management

Retirement

Saxon Financial Services

Saxon Financial Services' headquarters in Cincinnati, United States

Tracy Greene

Dave Smetana

Olivia Brumleve

Lexi Kofron

Megan Pleiman

Jake Meyer

**Description:**

The Account Management Team at Saxon Financial Services is dedicated to providing personalized support to clients by managing and optimizing their investment portfolios, cash flow, retirement plans, and employee benefits. They proactively analyze clients' financial situations, offer tailored recommendations, and ensure that plans align with clients' specific goals and needs. The team consistently monitors progress and educates clients to keep their financial strategies on track.

Account Management Team

The Leadership Team at Saxon Financial Services, consisting of the COO, CFO, Managing Partner, and CIO, is responsible for strategic planning, operational management, and financial oversight. They guide the company's vision, ensure effective service delivery, and maintain strong client relationships, while driving growth and compliance within the evolving financial services landscape.

Saxon Financial Services

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Teams

Account Management Team

Leadership Team

Offices

Saxon Financial Services

Org chart

Teams

Account Management Team

Leadership Team

Offices

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