Lexie plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. A skillful problem-solver, Lexie addresses client requests and administrative needs with speed and accuracy. Lexie also supports the business operations of our team and plays a key role in preparing financial reports.

Prior to joining our team in June of 2024. Lexie was a Registered Client Service Specialist at GenWealth Financial Advisors. Lexie holds the Series 7, 65, 63 and SIE licenses as well as life and health insurance license and has been in the industry for seven years now.

Lexie is originally from Benton, AR, and has a 6-year-old daughter, Oakley. When not in the office, Lexie enjoys going to the lake with family and friends, and leading worship at The Church at Rock Creek.