The ClientWise Team

Lexie joined the ClientWise team as Marketing Coordinator in 2025, and was promoted to Community and Client Engagement Manager in 2026. She is passionate about building meaningful connections with advisors and fostering an engaging, collaborative community experience.

She holds a Master of Business Administration Degree from the University of Dallas and an undergraduate degree in Health and Exercise Science from Simpson College.  While in college, Lexie played volleyball, and went on to be a Graduate Assistant Coach for two years while obtaining her MBA. 

In her free time, Lexie enjoys spending time with her family and taking her Miniature Dachshund, Stella, on walks. She also loves reading, and is always trying to find the best bookstore.