Saxony Capital Management, LLC

Matthew Lesnikowski is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Patrick Capital Markets since 2021 and Morgan Stanley Investment Management and Distribution from 2014 to 2021. Outside of his advisory work, he has a part-time role in customer sales and service at Menards, a home improvement chain. Saxony Capital Management serves individual and institutional clients through a multi-team approach, offering discretionary asset management alongside financial planning and consulting. The firm employs various investment strategies, including technical and fundamental analysis, and utilizes sub-advisors for model-based strategies.

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.

Victor Giustina is a financial advisor at Saxony Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bison Wealth, LLC, Transamerica Financial Advisors, Inc., and Fullerton Group. Saxony Capital Management provides portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors across multiple offices and offers discretionary asset management alongside hourly or flat-fee financial planning, employing a variety of investment methods including charting, fundamental, and technical analysis.

Richard Ranson is a financial advisor at Saxony Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Saxony firms since 2002. 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 due diligence on third-party managers using a variety of investment techniques and strategies.

Craig Lieber is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has been with Saxony Capital Management since 2006 and was previously with Saxony Securities, Inc. starting in 2005. 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 across multiple offices and offers a range of investment strategies including discretionary asset management, third-party manager due diligence, and the use of technical and fundamental 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.

Jamie Kaestner is a financial advisor at Saxony Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Smart Money Group, LLC and Plan Group Financial, Inc. Kaestner is also involved with Ironhorse Wealth Management and Ironhorse Investments & Estate Planning. Saxony Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, and charitable organizations. The firm operates a multi-team model with 38 advisors serving several hundred clients and offers discretionary asset management alongside financial planning and consulting.

Brian Baker is a financial advisor at Saxony Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including McNally Financial Services Corporation and Triton Pacific Securities. 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 a range of investment strategies including discretionary asset management, third-party manager due diligence, and the use of options, margin, and short-term trading.

Jason Pueschel is a financial advisor at Saxony Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Patrick Capital Markets, Money Concepts Capital Corp., and Preferred Capital Securities. Outside of his advisory work, Pueschel manages Alternative Tax Management, LLC, a tax preparation and accounting business, and serves as fund manager for private placement funds including AWM Clean Energy Fund, LLC. 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’s multi-team model includes 38 advisors and employs diverse investment methods such as fundamental, technical, and cyclical analysis, along with discretionary asset management and third-party advisory services.

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.

Mark Aigner is an advisor at Saxony Capital Management, LLC with 30 years of industry experience. He has been with Saxony Securities since 2013 and holds Series 63 and Series 66 licenses. 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 serving several hundred client relationships across multiple offices and uses a range of investment strategies including discretionary asset management, technical and fundamental analysis, and sub-advisor models.

Robert Larios is a financial advisor with Saxony Capital Management, LLC in Jacksonville, FL. He holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience, including 20 years with Saxony Securities. Saxony Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model, offering discretionary asset management alongside hourly or flat-fee planning, utilizing various investment techniques including fundamental, technical, and quantitative analysis.