Lexi Houlihan, CFP®

Lexi serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade of experience in the financial services industry, Lexi has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a financial planner.

Lexi earned a Bachelor of Science degree in business, with a major in finance, from Virginia Polytechnic Institute and State University. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Outside the office, Lexi is a proud mom to her son, James, and two very opinionated hound dogs, Louie and Penelope. In her spare time, Lexi enjoys trips to the beach, a good margarita, yoga and the occasional true crime or reality TV binge.