Jaclyn Gilbert

Jaclyn began her career in Financial Services at Saxon Financial Group in 2013 and has worn many hats within the organization throughout the years. In 2017, she transitioned into the role of Financial Advisor and is the Client Relationship Manager for many of our existing clients. Her passion first and foremost lies with helping all people understand the importance of having a roadmap to achieve their financial goals. Jaclyn has three young children and is a firm believer in equipping the future generation with the right tools to be successful and financially responsible. She is also passionate about assisting women with their financial independence and is honored to have worked with many successful female clients throughout her time at Saxon. It is empowering for her to know that you can be a mom and also have a career that you are passionate about.

Jaclyn also oversees our operations and compliance departments within the organization and ensures the firm and its advisors maintain the fiduciary standard.

In her spare time, Jaclyn enjoys the outdoors, reading, and spending time with her husband, Michael and their three sons, Jack, John, and Jacob Gilbert.