Your Advisor Services Team

Team

Lexy Ulrich

Compliance Analyst

Lexy will bring a unique vision to the Carson group with her eclectic background in both the non-profit sector and the Financial field. She has many years of experience cultivating positive relationships with business partners, completing audits and also understanding rules and regulations of the financial field.

Lexy graduated from Iowa State University with a Bachelor of Science. She received a degree in Child, Adult and Family Services and a minor in Spanish. Lexy started her career in Human Services at Easter Seals Iowa in Des Moines. For six years, she held various positions within the agency where she focused on helping clients integrate in to the community and gain competitive employment. She also supervised the Supported Employment and Supported Education departments. Lexy also completed the CFP certification program through Northwestern University. She moved to Omaha in the summer of 2017 and worked at Merrill Lynch as a Client Associate until she joined the Carson Group.

Lexy spends her free time being with friends and family and enjoys doing anything outdoors. She especially enjoys boating, camping, fishing and hiking. Lexy is an avid Iowa State fan and enjoys going to football and basketball games. Occasionally she will make her way to Lincoln to attend a Huskers game. She continues her passion for helping people with disabilities through volunteer work and fundraising. Lexy loves animals, especially her two dogs Murphy and Teddy.

Getting to know Lexy

  • Favorite quote: “People don’t buy what you do; they buy why you do it. And what you do simply proves what you believe.” – Simon Sinek
  • Favorite book: Tell No One by Harlan Coben.
  • Favorite holiday: Thanksgiving. Who doesn’t love spending time with loved ones, eating and watching football.