Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Family Finances
  • Insurance
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Lex & Associates, Ameriprise Client Experience Award, 2021

Community participation

  • Local particiaption in fundraising
  • Sponsoring many events in the area (schools, community, etc.)
  • Informative and relationship building seminars

Honored to receive recognition

All of us at Lex & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Lex & Associates team and the great experience we work so hard to provide for our clients every day.