Lexi joined Kovitz in 2024 as an Associate Wealth Advisor. In this role, she 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. 

Lexi received a bachelor’s degree in Agricultural and Consumer Economics from the University of Illinois Urbana-Champaign, with a concentration in financial planning and a minor in business. Prior to joining Kovitz, Lexi was a Support Advisor at 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.