Lexi brings over 8 years of experience in client service and administrative support, with a strong background in the financial services industry. As a Client Service Associate at Tortuga Wealth Management, her focus is to provide proactive, dependable support to both the advisory team and the clients they serve.
Prior to joining TWM, Lexi worked directly for LPL Financial, where she supported advisors with a wide range of administrative and operational needs. Her time at LPL allowed her to develop a deep understanding of advisor workflows, client service best practices, and the importance of creating a seamless client experience.
Lexi holds an Associate of Science degree and has a genuine passion for building relationships, anticipating needs, and taking ownership of opportunities to support clients and their long-term goals.
Outside of work, Lexi enjoys traveling—especially quick trips to Charleston, SC—relaxing at the beach, and spending quality time with her husband. Much of her free time is happily spent chasing after her daughter, Isla, who is an energetic and curious nine-month-old.