Why The College Funding Coach?
I have always been passionate about helping my community, and through financial advising, I have found that providing advice around college funding is a great way to do that.
I strongly believe that everyone should be able to fund college without having to compromise on their other financial goals. The best part of working with The College Funding Coach is that it allows me to provide education, insight, and strategy for parents strategies that wouldn’t otherwise be considered with a traditional financial planner or advisor.
Area of Focus for Workshops: Virginia, Maryland, Washington D.C.
A Little More About Lexi
Background: Lexi has been a financial advisor for almost three years now and has been working with The College Funding Coach since 2022. She joined this industry to pursue a career where she could fulfil her passion of helping people while also applying her economics degree and analytic background. She has always believed planning is an integral part of succeeding financially, and she is confident she can provide value to anyone’s financial situation.
Community: Lexi is a member of Junior League of Washington, an all-women philanthropy organization based out of DC. Through this philanthropic organization she has been able to volunteer and give back to under-served communities in the DMV.
Junior League of Washington has a goal of improving literacy in the DC area, and they have recently expanded that definition to include financial literacy. Lexi is eager to be able to provide guidance around smart money decisions to those who seek financial success.
Personal: A NOVA native, Lexi grew up in Herndon, Virginia, and is glad to have returned back to the area after completing her studies at Penn State. In her free time, Lexi enjoys traveling, reading, hanging out with her friends at concerts or breweries, and volunteering. She recently travelled to Paris, France, where she was able to reconnect with her friends she studied abroad with. When she’s not travelling, she spends time with her family and enjoys going on hikes with their black lab.
Professional Accomplishments: Received the Allianz Award for Outstanding Sales Performance (2021) in her first year as a financial advisor.
Education: Pennsylvania State University – Bachelors of Science in Economics with a minor in French and Francophone Studies
Licensing Info: Licensed to sell securities in: CT, DC, FL, MD, NJ, PA, VA; Licensed to sell insurance in: MD, PA, NJ, VA
The College Funding Coach is not affiliated with MassMutual or MassMutual Investor Services.
Disclosure: Registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (703) 989-8270