Lexi Stangel

 

Lexi has been working in the financial industry for the last decade. She is a third generation financial professional. She started her career in 2014 working in Bend with a financial planner. She has been working at Oregon Wealth Management for the last nine years and has enjoyed working with clients and helping them become more financially secure.

Lexi is now working in Salem with a Registered Investment Advisor Representative for his planned retirement.

Lexi enjoys working with people to help meet their goals in an ever changing world.

Lexi has served on an Advisory Board for Securities America Inc. and was recognized for her service.

She has gone to Oaks, PA to meet with Senior Management at the SEI home office and review their operations.

Lexi is an active member in the community, she is part of the Elks Organization and the Rotary Club of Lake Oswego. When she is away from the office she enjoys spending time with her family and playing with her son, Jaxsen, the potential fourth generation financial planner.