Lexi Stangel

 

Lexi has been working in the financial industry for the last decade. She is a third generation financial professional holding the SIE, Series 7, Series 63, and Series 66 licenses. Lexi has an office in West Linn and Salem.

She enjoys working with clients to help them become more financially secure and providing greater confidence in a changing world. She understands life events happen and works hard to make her client's financial lives organized, serving as their trusted advocate and knowledgeable resource. She knows the importance of not only understanding the numbers but also navigating the emotions that inevitably come with our financial lives. 

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. She is currently serving on the Women Forward Mentorship Program through Osaic Wealth, Inc. 

Lexi is an active member in the community, she is part of the Elks Organization and the Rotary Club. She is also serving as a Judge for the Education Excellence Awards of Lake Oswego.

When she is away from the office she enjoys spending time with her husband, Justin and playing with her son, Jaxsen, the potential fourth generation financial professional.  

 

 

 Check the background of this investment professional on FINRA BrokerCheck