Lexie is adept at assessing clients needs and ensures those needs are met. She plays an integral role in evaluating and determining the day to day processes that keep our office running as efficiently as possible. With 15 years of experience, she has a deep understanding of holistic financial planning and the importance of incorporating all aspects of clients personal and financial life. She cares deeply about our clients and handles all their needs with sensitivity and care. Lexie enjoys camping, travelling to the beach and exploring the mountains with her husband, Walt, and their two girls.