Lexi Schmidt, CDFA®
Wealth Advisor

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Lexi is a Wealth Advisor within the Beacon Pointe Denver office and is responsible for partnering with firm’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. She is dedicated to providing her clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Lexi began her career in product marketing before entering the financial services industry. Prior to joining Beacon Pointe, she was a Client Service Associate for Northstar Investment Advisors. Lexi holds a bachelor’s degree in marketing from Florida State University and holds the Certified Divorce Financial Analyst® (CDFA®) designation from the Institute for Divorce Financial Analyst. In her spare time, she enjoys skiing, hiking with her dog, traveling with family, and creating art and culinary masterpieces.

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