About Lexi
Lexi supports lead advisors by gathering information used in the initial workup for client financial planning projections and then preparing those projections for the lead advisor and, ultimately, the client. She joined Focus Partners Wealth in 2026, coming from Kovitz, where she had been since 2024. Prior to that, Lexi was with JMG Financial Group, Ltd., where she worked alongside senior advisors to help produce long-term financial plans and prepare individual tax returns for firm clients.
Outside of the office, Lexi enjoys baking, golfing with friends and family, and working out at SoulCycle.
Education and Professional Milestones
-University of Illinois Urbana-Champaign – bachelor’s degree in agricultural and consumer economics with a concentration in financial planning and a minor in business
Lexi supports lead advisors by gathering information used in the initial workup for client financial planning projections and then preparing those projections for the lead advisor and, ultimately, the client. She joined Focus Partners Wealth in 2026, coming from Kovitz, where she had been since 2024. Prior to that, Lexi was with JMG Financial Group, Ltd., where she worked alongside senior advisors to help produce long-term financial plans and prepare individual tax returns for firm clients.
Outside of the office, Lexi enjoys baking, golfing with friends and family, and working out at SoulCycle.
Education and Professional Milestones
-University of Illinois Urbana-Champaign – bachelor’s degree in agricultural and consumer economics with a concentration in financial planning and a minor in business