Fresh Brew with Garry Rutledge

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Always be willing to listen to others, as great idea’s come from the least likely of places.”

Garry joined Saxon in August of 2006 and his focus at Saxon is the strategic management of client assets with tax minimization and capital preservation as the foundation of his planning strategy.

Garry has worked for two respected firms in his first 20 years of being in the industry. He has been in the financial planning business since 1988 when he graduated from Wright State University with a degree in Finance and holds a 7, 63 and Life and Health license.

Favorite Brew

Pikes Place

Garry’s favorite place to grab his favorite brew is Pete’s Coffee Shop.

Favorite Snack

Blueberry bagel with blueberry cream cheese

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Fresh Brew with Abby Graham

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“It’s not that hard to be well!”

Abby has been in the insurance, health and wellness industry for over 12 years. Prior to joining Saxon, she spent the last 7 years working for Humana/HumanaVitality. She is passionate about making sure members understand their medical and wellness benefits as well as how to maximize their potential.

An active member and board member of the Cincinnati Modern Quilt Guild, Abby enjoys sewing and quilting in her spare time. She also enjoys spending time with her husband, Jon and her sons, Carter and Cameron.

Favorite Brew

Coffee

“Coffee! You really can’t go wrong with a solid cup of coffee.”

“Coffee Emporium in Hyde Park is the place to go.”

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Favorite Snack

Reese’s Pieces Cookie

Reese’s Pieces Cookies are Abby’s favorite snack to enjoy with a cup of coffee.

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Fresh Brew with Karie Waddell Gallo

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Knowing the culture of your client’s employees is key to providing the perfect benefit line up.”

Karie joined Saxon back in April of 2003 as our Office Manager. She is now an Account Executive and works directly with clients to help provide the best solution for their business.

She holds a Bachelor’s Degree in Business Administration from Midway College with her Health and Life Insurance License in Ohio, Kentucky & Indiana.

Karie had been working in the financial services industry since 1999.

Favorite Brew

Vanilla Latte

“So simple. So delicious.”

Favorite place?

“I am a Starbuck’s Junkie!”

Favorite Snack

Cheese Danish

“A yummy cheese danish!”

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Fresh Brew With Tabitha McIntosh

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Each client is different!”

Tabitha enjoys helping customers and prides herself on the understanding of their needs and the discovery of knowledge along the way. She especially enjoys following through with the customer and learning new things that will help her excel in her career and better service future clients.

Favorite Brew

Pumpkin Spice Latte

“I love grabbing this from either Starbucks or Royce Cafe in Lebanon!”

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Favorite Snack

…Nothing!

“I like my coffee on it’s own. There are plenty of calories in each cup!”

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Fresh Brew With Kevin Hagerty

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Try to save what you can. You’ll be glad you did later.”

Kevin has been a Financial Advisor for 18 years specializing in financial planning solutions.

He and his wife Lori enjoy spending their free time involved in various school and sporting events with their two sons. They also enjoy spending time visiting family on the shores of Northern Michigan’s Lakes and working on various projects around the house like landscaping.

Favorite Brew

Flavored Coffee

“I just like it! Highly recommend Carabello Coffee for your flavored coffee needs!”

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Favorite Snack

Breakfast Casserole

“A little breakfast casserole goes a long way!”

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Fresh Brew With Frank Lopez

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Our goal is to understand the current situation and what the client wants to accomplish.”

Frank remains consistently driven to build strong business and personal relationships based on trust and loyalty. He has become a trusted advisor to his clients, utilizing his knowledge of the health care field, his experience, and his ability to connect people and build relationships.

Favorite Brew

Light Beer

“Bud Light, Miller Lite, Coors Light…it’s really the people you are enjoying it with that matters! Logo’s Sports Bar & Grill is my recommendation.”

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Favorite Snack

Silver Spring House

“Peanuts, popcorn or wings. Silver Spring House has a great setup!”

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Fresh Brew With Our Newest Employee - Rob Glover

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Don’t worry about all the Medicare options. I’ll help make it clear and simple.”

Before joining Saxon Financial, Rob trained and worked as an independent sales agent specializing in UnitedHealthcare Medicare plans. He is excited to be joining Saxon in the Senior Solutions department and build on his experience by serving people with added carrier options.

Rob focuses on listening, understanding and educating his clients since Medicare is not one-size-fits-all. When you meet with Rob, his goals are to help you feel like family and have the confidence and understanding to select the perfect Medicare plan for you.

Favorite Brew

Morning:

“Ethiopian Harrar Coffee made with a French Press, hand ground and prepared at home.”

Afternoon:

“British Blend black tea brewed at home. Cold but no ice!”

Evening:

“Stout, home brewed.”

Rob notes: “If I don’t make it myself, then Cappie’s in Loveland or Jungle Jim’s in Eastgate.”

Favorite Snack

“Forget snacks; give me pizza!”

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Fresh Brew: Brianna Matchett Loves Alreddy Cafe

Welcome to our brand new segment, Fresh Brew, where we will be exploring the delicious coffees, teas, and snacks of some of our employees! You can look forward to our Fresh Brew blog post on the first Friday of every month.

“Loving what you do everyday is key.”

Brianna Matchett loves working as the Marketing Coordinator at Saxon Financial Services.

She was born and raised here in Cincinnati, Ohio and loves the outdoors. When she’s not working, she enjoys exploring the city of Cincinnati and spending time with friends and family. Her favorite hobbies include staying in and watching movies with popcorn and taking on new challenges.

Favorite Brew

Chai Tea Latte

“I love grabbing my favorite brew from my local coffee shop, Alreddy Cafe.”

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Favorite Snack

BLT

“Mmm…BLT with two eggs from Alreddy Cafe goes perfectly with my latte.”

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