About Lexi
Lexi believes the details matter. With a background in biomedical engineering and business, she brings a thoughtful, organized, and analytical approach to her work in wealth management. She takes pride in helping keep things organized and running smoothly so the team can focus on what matters most: supporting the families they serve.
Lexi graduated from the University of South Carolina with a degree in Biomedical Engineering and began her career working with doctors and nurses to support the development and implementation of biotextile medical solutions. Her work in the medical field taught her the importance of precision, problem-solving, and understanding how even small details can make a meaningful difference.
After moving several times while her husband completed flight school, Lexi stepped away from her career to focus on her family and pursue her MBA from the University of Florida. That experience gave her a broader perspective on both business and the many transitions that can shape a family’s financial life.
Today, Lexi is building on that experience as she works toward her financial planning certifications and develops her career in wealth management. She is passionate about making financial processes easier for clients and ensuring each interaction feels thoughtful, efficient, and supportive.
Lexi especially enjoys knowing that the work done behind the scenes can have a meaningful impact. Financial planning is ultimately about more than accounts, investments, and numbers—it can give families the confidence and freedom to pursue the things that matter most to them. Being part of that process, even in the smallest ways, is what makes her work rewarding.
Lexi and her family currently reside in Washington, where they are active members of their Navy community. Outside of work, she enjoys spending time with her family, exploring the outdoors, and embracing the many adventures that come with military life.
