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. I have more than twenty years of experience serving clients as a financial advisor. During that time Tompkins Wealth Management has grown 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. I obtained my CFP certification in 2009. Outside of work, I enjoy spending time with my family and staying active in sports such as ice hockey, cycling and tennis
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 seven years of experience in office management and project coordination. While out of the office, she's hiking with her dog or on her bike enjoying the great outdoors.