Processing & Research Manager
Lexie started working on our team over a year ago and quickly became known as our resident whiz kid. The youngest (and perhaps smartest) of us all, she effortlessly learned the ropes and established herself as a key client service associate and paraplanner. She may also be in competition with Maggie as the queen of all data. Both Lexi and Maggie can discuss databases, logic, and get lost in Excel files long after everyone else has gone home.
Another member of the Worcester gang, Lexi graduate from Holy Name High School and then Assumption College, earning a degree in Mathematics. She is licensed in life insurance and currently pursing her securities licenses because, hey, the sky's the limit with this kid. In her spare time she crochets, plays soccer and tutors kids in calculus; Not kidding!