Jaclyn Gilbert serves as the President at Saxon Financial Group, bringing over a decade of experience and unwavering dedication to her role.
Jaclyn began her financial services career at Saxon in 2013 and has embraced numerous roles within the organization over the years. Her passion for building strong client relationships led her to transition into the role of Financial Advisor in 2017, where she also became the Client Relationship Manager for many of Saxon’s valued clients.
At the heart of Jaclyn’s career is a commitment to helping people understand the power of financial planning. She believes that having a clear financial roadmap is essential to achieving your goals. Jaclyn is especially dedicated to empowering women to achieve financial independence, leveraging her years of experience to guide many successful female clients. For her, knowing “you can be a mom and have a fulfilling career” is both inspiring and deeply personal.
Beyond her role as a trusted financial advisor, Jaclyn oversees Saxon’s operations and compliance departments. She ensures that the firm and its advisors continue to uphold the fiduciary standard, delivering the highest level of professionalism and trustworthiness for every client.
Jaclyn’s determination to instill financial literacy for future generations is driven by her role as a mother to three sons—Jack, John, and Jacob. Outside of work, she enjoys spending time with her husband, Michael, and their boys, often exploring the outdoors, reading, or simply cherishing family moments.
Jaclyn’s multifaceted expertise, passion for client success, and dedication to family embody the principles that drive Saxon Financial Group toward excellence.