LEXINGTON FINANCIAL - Key Persons

Job Titles:

• Office Administrator
• Administrative Assistant for Our Bradenton

Bethany is the administrative assistant for our Bradenton office. She joined Lexington Financial in April 2019 and assists with the operations in the office. She supports the advisors in ensuring that all client paperwork is completed and processed properly. She takes care of any administrative account issues and other tasks in order to run an efficient office. In her free time, Bethany enjoys crafts and spending time outdoors with her family.

Job Titles:

• CERTIFIED FINANCIAL PLANNER™ Practitioner

Joe has more than 24 years of experience in the financial services industry and specializes in the areas of comprehensive financial planning, wealth management, estate planning analysis, and tax minimization strategies. Raised in Warren, Michigan, Joe served in the U.S. Marine Corps before graduating with honors from Campbell University and earning his master's degree in finance from Walsh College. He has combined his education, natural optimism, passion for financial planning, and desire to help others, helping to make the world of saving and investing less complicated for his clients. Joe's business vision is to develop clarity and confidence in the financial lives of his clients, enabling them to pursue their goals and dreams. His personal values drive him to go the extra mile and foster positive, productive relationships with others. He is enjoying his life journey and hopes to enable his clients to do the same with wise financial planning. When not helping others with their finances, Joe enjoys spending time with his family. His life-long commitment to personal growth and development is evident in his varied interests. Most recently, Joe has achieved the Distinguished Toastmaster designation through Toastmaster International and traveled abroad with his family for an immersive opportunity as he continues to learn Spanish. Joe also completed a marathon in Wisconsin, making it the 10th state he has run in, putting him closer to his goal of completing a marathon or triathlon in every state. Joe lives in Bradenton, Florida, with his wife, Kim, and his two teenage children (Ellie and Joey), but frequently travels to Michigan to consult with his clients there. His certifications, registrations, and memberships include: CERTIFIED FINANCIAL PLANNER™ practitioner Chartered Retirement Plans Specialist Chartered Retirement Planning Counselor Member of the Financial Planning Association Investment Adviser Representative of Commonwealth Financial Network

Job Titles:

• Wealth Management Advisor

Matt's interest in investing started early in life. With the help of his father, he bought his first stock at age 13. By age 19, he was investing in mutual funds on his own. Matt's been asked many times why he chose financial services as a profession. He says it boils down to two basic reasons: one, he enjoys helping people pursue their goals-Matt finds it rewarding to work with clients to develop strategies that help solve their individual problems-and two, his favorite subject throughout school was math. Matt also found that he enjoyed reviewing investment options and crunching numbers, so it just felt natural for him to pass on that knowledge to his clients and help people pursue their financial goals. Matt's been in business for himself for more than 13 years and has been helping clients manage their own individual financial problems for the past six years. He has also furthered his knowledge by attending Western Michigan University. His licenses and registrations include: FINRA Series 6 registration (Investment Company/Variable Products) FINRA Series 7 registration (General Securities Representative) FINRA Series 63 registration (Uniform Investment Advisor's Law Examination) FINRA Series 66 registration (Uniform Combined State Law Examination)

Job Titles:

• Wealth Management Advisor

In today's turbulent financial environment, people need knowledgeable guidance as well as innovative and creative solutions. Scott has prided himself on providing that financial knowledge and guidance to his clients, along with excellent service. He understands that people need answers and education regarding investments, taxes, and financial planning, but these answers need to be integrated with the needs, fears, dreams, and emotions of the client. Scott says the biggest reward for him is watching people achieve their financial goals and independence. Scott's creative side earned him an associate's degree in graphic and commercial arts. He then attended Oakland University in Rochester, where he studied business and economics and obtained his bachelor's degree. Next, he entered the financial services industry, and he has been helping successful clients for more than 25 years. As an Investment Adviser Representative of Commonwealth Financial Network®, Scott is registered to conduct fee-based financial planning in all 50 states. His registrations, licenses, and memberships include: Member of the Financial Planning Association Member of Lions Club International FINRA Series 6 registration (Investment Company/Variable Products) FINRA Series 7 registration (General Securities Representative) FINRA Series 24 registration (General Securities Principal) FINRA Series 63 registration (Uniform Investment Advisor's Law Examination) FINRA Series 66 registration (Uniform Combined State Law Examination) Investment Adviser Representative of Commonwealth Financial Network Life and Health Insurance license Scott lives in Romeo, Michigan, with his wife, Lisa, and their two children; They enjoy spending time with their family, attending church and traveling. He also enjoys staying healthy and playing golf.