A self-proclaimed “happy human”, Lexi serves as Kortney’s executive assistant and operations manager. Day to day, Lexi keeps schedules and office operations running smoothly so that her colleagues and their customers are always taken care of.
Her knack for this role stems from many years working in the high-pressure environment of the restaurant business where she learned to support her teams and the dynamic personalities of her customers.
When it comes to the world of finance, Lexi believes that nothing is one sided – we all succeed because of the relationships we create along the way. Lexi is thrilled to be a part of an organization that is committed to building supportive relationships with its employees and its customers – even if it means nudging them a little to step outside of their comfort zone.
She loves the diversity of her role and the fact that she is directly contributing to helping Coastal Kapital clients and her colleagues achieve a healthy, work-life balance. When she’s not helping others, Lexi finds her own balance by spending time with her loved ones, going for long bike rides, longboarding, or watching sunsets on the beach.