About
Lex
Lex sees his role like that of a teacher. As both of his parents were high school teachers, he developed an appreciation for education early in life, which has influenced his strategies for advising clients on making smart financial decisions. His specialty is creating diversified investment portfolios based on academic research, and he takes pride in developing a deep understanding of his clients’ needs and goals. Lex enjoys finding out what matters most to his clients and developing a financial plan based on their values. He recognizes the uncertainty involved in planning one’s financial future and his main goal is to help his clients achieve peace of mind so they can focus on doing the things they enjoy most in life.
Originally from Michigan, today Lex lives in Bend, Oregon, with his wife, Karin, and two sons. Outside of work, he enjoys doing anything and everything in the great outdoors. He has competed in over 100 running, biking, and triathlon races, and he has coached youth basketball for over 20 years. His favorite activity with his family is visiting national parks, and he unwinds by planning their next big adventure.
Education and Professional Milestones
-University of Arizona - bachelor’s degree in finance
-Over 30 years of experience in wealth management
-Joined Focus Partners Wealth in 2022
-Managed over $180 million in client assets as the president of Grecu Capital Management Inc., which he founded in 2002
-Has also worked for large investment firms, including Merrill Lynch, Charles Schwab and PIMCO Funds
-Member of the CFA Institute and the CFA Society Seattle
Lex sees his role like that of a teacher. As both of his parents were high school teachers, he developed an appreciation for education early in life, which has influenced his strategies for advising clients on making smart financial decisions. His specialty is creating diversified investment portfolios based on academic research, and he takes pride in developing a deep understanding of his clients’ needs and goals. Lex enjoys finding out what matters most to his clients and developing a financial plan based on their values. He recognizes the uncertainty involved in planning one’s financial future and his main goal is to help his clients achieve peace of mind so they can focus on doing the things they enjoy most in life.
Originally from Michigan, today Lex lives in Bend, Oregon, with his wife, Karin, and two sons. Outside of work, he enjoys doing anything and everything in the great outdoors. He has competed in over 100 running, biking, and triathlon races, and he has coached youth basketball for over 20 years. His favorite activity with his family is visiting national parks, and he unwinds by planning their next big adventure.
Education and Professional Milestones
-University of Arizona - bachelor’s degree in finance
-Over 30 years of experience in wealth management
-Joined Focus Partners Wealth in 2022
-Managed over $180 million in client assets as the president of Grecu Capital Management Inc., which he founded in 2002
-Has also worked for large investment firms, including Merrill Lynch, Charles Schwab and PIMCO Funds
-Member of the CFA Institute and the CFA Society Seattle