New on Board sign with a beach theme

Meet Northstar’s Newest Team Members

We recently expanded Northstar’s Client Service Team to include our new staff members, Lexi Schmidt and Luis Perez. We introduced both Lexi and Luis to clients at our Client Appreciation Event in June but thought it might be nice to provide a bit more background on each of them and how they are helping Northstar better serve clients.

We recently expanded Northstar’s Client Service Team to include our new staff members, Lexi Schmidt and Luis Perez. We introduced both Lexi and Luis to clients at our Client Appreciation Event in June but thought it might be nice to provide a bit more background on each of them and how they are helping Northstar better serve clients.

Lexi joined Northstar this past spring as the firm’s Client Service Associate. In this role, she handles requests ranging from money transfers to account openings and closings, and a long list of items in between. She and Client Service Manager Jackie Mendoza are typically the first point of contact for new Northstar clients. They manage account changes and updates as they come in, as well as daily maintenance items on accounts.

Lexi comes to Northstar with a background in marketing, having worked previously as a product and marketing manager for a private labeling company. She also served as an account manager for a hair product company in New York.

A native of Minnesota and graduate of Florida State University, Lexi is new to Colorado and has enjoyed taking advantage of all the state has to offer. She spends her time outside work hiking, skiing and camping in the mountains with her partner, Cameron and dog, Roo. She is also a certified Reiki healer.

Lexi is studying for the Series 65 exam and is excited to learn more about finance and investing.

Luis began his tenure at Northstar this summer and is serving as an Operations and Client Service Associate. In this position, he focuses on making the business more efficient and assists with account administration.  Luis is working on bringing Northstar’s reporting into the new era by leading a software implementation process that will provide clients with new updated reports. In the future, the software will allow clients to have easier access to see accounts managed by Northstar.

Before joining Northstar, Luis worked at The Milestone Group, where he created efficient business processes and maintained the portfolio accounting system. He has also worked in sales for a wholesale sign supplier and also helped manage the education department at SeaWorld Parks & Entertainment in Orlando, Fla.

Luis graduated from the University of Central Florida with a degree in Business Administration and currently serves as the chair of the Denver alumni chapter for UCF. An avid outdoorsman, Luis enjoys backpacking, camping and snowboarding. In fact, the mountains will serve as the backdrop for his wedding to his fiancée Ruthie in November.

Please help us welcome Luis and Lexi to Northstar. We are excited to have them on board and contributing to the firm.

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