Lexi was born and raised in West Linn and after graduating from Willamette University in 2015 has been working at Oregon Wealth Management (OWM) in West Linn. At OWM she is responsible for overseeing client service and operations and has worked into the role as advisor. At The Legacy Group Lexi will join Ray to manage client affairs and form part of our advisory team. She loves working with people and thrives in helping others. With her attention to detail and organizational skills, she can adapt quickly to the specific needs of each client, making client relations a top priority.
Lexi is part of a long tradition of Financial Advisors as her grandfather was a co-founder of Paulson Investment Co. in Portland and her Father Scott founded OWM. She will be an integral part of our firm and we look forward to growing with her.
Lexi lives in Milwaukie with her husband Justin and son Jaxsen, born in December 2022. And of course, Lily the adorable lab.