WA Phone: 206.782.5670
OR Phone: 541.668.7511
My passion is working with clients over long periods of time to help them reach their retirement goals. Whether saving for retirement, generating income during retirement or planning for the transfer of wealth to the next generation, we have the skills and resources to help you succeed. My experience of twenty years in the financial industry has seen Tompkins Wealth Management grow into a focused, wealth advisory business. I have a Bachelor of Arts degree from the University of Vermont and a Master's Degree from Middlebury College. In my free time, I enjoy spending time with my family and staying active in a number of hobbies such as tennis, ice hockey, cycling, hiking and cross country skiing.
Lex enjoys interacting with our clients when they call, scheduling meetings and tackling all of the administrative tasks necessary to keep our office running smoothly. She has a Bachelor’s degree from the University of Vermont and five years of experience in office management and project coordination. While out of the office, she's either on her bike enjoying the great outdoors or caring for her many small animals.