Professional Experience

Lexy works alongside Chip in the Denver Tech Center where she shoulders all operational and administrative aspects of the practice, ensuring everything runs seamlessly for clients and the team. She holds FINRA Series 7, 63 and 65 licenses and brings over 13 years of financial industry experience. Lexy began her career at Charles Schwab, where she developed a strong foundation in client service and operations

Lexy lives in Parker with her husband Ryan, along with their dog Kora and 2 cats (Sugar and Teddy). Outside of work, she coaches kickboxing, enjoys hiking Colorado’s trails, tends to her garden, and can often be found tinkering with vintage cars.

Professional Designations and Registrations

• Investment Advisor Representative (Series65)
• Registered Securities Representative* (Series7)
• Uniform Securities Agent State Law* (Series 63)
• Colorado Notary Public

*Securities registrations held through LPL Financial