The Team

Lex & Associates

Our Advisors

Karolin Lex

Karolin Lex

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Peter Helland

Peter Helland

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Our Staff

Karen F Apenhorst

Karen F Apenhorst

Client Service Specialist

Jane Hawbaker

Jane Hawbaker

Assistant