Specializing as a Private Banker to Professionals, Business Owners and Executives, I provide a customized product and service mix to help meet their complex financial needs. I work alongside our clients in executing all facets of their financial plan to include personal banking, mortgage solutions, wealth planning, and insurance needs.
Grace is responsible for deal sourcing as well as developing relationships with intermediaries. Prior to joining LLR, Grace was a Financial Reporting Associate at Mirador LLC.
Rachel leads the firm’s growth efforts in health care, HC PE and digital health. She supports the profitable expansion, efficient operations, and innovation strategies for board members, senior executives, health care investors, bankers, and lawyers. Prior to joining Moss Adams, Rachel led award-winning initiatives at several Fortune 500 companies. She received the “Summit Club” recognition…
Previously, Lexi worked as a Sales Account Executive in the Hospitality industry. She attended Appalachian State University where she earned her undergraduate degree. Outside of work, Lexi enjoys spending time with friends and family, and her energetic dog Harley. BS – Advertising, BS – Public Relations.