Regional Support Lead
Lexie has been with the organization for 8 years, serving in various roles, from the Executive Assistant to our Regional Office to running all aspects of the financial planning practice for a financial advisor. Currently, Lexie handles the day to day office operations of our North Bethesda office and acts as liaison to our regional compliance department. Prior to working in the financial services industry, Lexie enjoyed working for 17 years as a staffing recruiter. Lexie is married and a Grandmother to three wonderful grandchildren.
Lexie is life and health insurance licensed.