The Team

Lex & Associates
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Karolin Lex

Karolin Lex

Financial Advisor

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Designations

CFP®, CDFA®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

B.S. Education, University of Minnesota St.Paul, Mn

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Peter Helland

Peter Helland

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance

Education

Bachelor of science Degree in Business Adm. 1985- University of MN at Mankato

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Our Staff

Jane Hawbaker

Jane Hawbaker

Financial Planning Assistant

Debroah Walstad

Office Manager

Client Service Specialist