Lexi Taylor serves as a Financial Advisor at Financial Enhancement Group, where she helps advisors and families through meeting preparation, analysis, follow up, documentation, and proactive communication. She supports the planning process by helping make sure details are organized, action items are communicated, and families receive timely care.
Lexi works closely with families on scheduling, distribution requests, questions, and other important needs that arise throughout the planning relationship. She also helps communicate planning actions from lead advisors to the processing team so that each family’s plan can be carried out thoughtfully and accurately.
What Lexi enjoys most about the work is the creativity involved in financial planning. Every family has a different situation, and she appreciates that FEG does not take a one size fits all approach. Instead, the team builds financial journeys around each family’s specific needs, goals, and opportunities.
Lexi graduated from Ball State University in 2024 with a bachelor’s degree in finance. During her final spring semester, she completed an internship with Stallings Wealth Management, which helped prepare her for her work at FEG. Before choosing finance, Lexi originally planned to pursue physical therapy, but she realized that numbers, math, and helping people through financial guidance were a better fit for her strengths and interests.
Outside of work, Lexi enjoys riding and showing her horses. She finds it rewarding to help families navigate their financial journey and uncover opportunities they may not have known were available to them.