Meet Our Team

Christopher Lex, CRPC®, is the Founder and Senior Wealth Advisor at Lex Wealth Management. With over 15 years of industry experience, Chris is dedicated to helping individuals and families pursue their financial goals with clarity, confidence, and a personalized approach. Recognized as one of Forbes' Top Best-in-State Financial Security Professionals in 2023 and 2024, Chris has built a reputation for providing expert financial guidance and fostering long-term relationships.

Chris holds a Bachelor of Science in Business Administration, graduating cum laude with a focus on finance and taxation from Drexel University. He earned the Chartered Retirement Planning Counselor (CRPC®) designation, further demonstrating his expertise in retirement planning and financial strategies.

Chris’s passion for finance and his core values were shaped by the strong influence of his family. His parents’ dedication and perseverance instilled in him a deep appreciation for hard work and commitment, while his grandmother taught him the importance of saving and financial discipline. Her example of how small, consistent actions can create lasting financial success continues to inspire Chris’s approach to guiding clients toward long-term financial confidence and well-being.

Whether working with clients just starting their financial journey or helping them plan their legacy, Chris creates clear, actionable strategies tailored to each client’s unique needs and goals. He remains committed to staying current with the evolving financial landscape to provide relevant and impactful guidance.

Outside of work, Chris is actively involved in his community, coaching local youth sports teams, spending time with his wife, Samantha, and their three sons, Benjamin, Rhys, and Dominic, and cheering for his favorite Philadelphia sports teams.

Kate Diamond is the Client Relationship Manager at Lex Wealth Management, where she leverages over a decade of experience in the financial industry to provide dedicated service. Kate holds a Master of Science from The University of Finance and Management, graduating Cum Laude. Her certifications include a Life and Heath Insurance Producer License and Series 7 License held through LPL.

Her interest in finance began at a young age, inspired by her mother, who taught her the value of money, and her father, a business owner, who instilled in her a passion for business. Both parents emphasized the importance of dedication, hard work, and fiscal responsibility, values that Kate carries into her professional life.

Kate is passionate about helping clients pursue their financial goals and takes great satisfaction in making a meaningful difference in their lives. Her warm and friendly demeanor strives to ensure that clients feel valued and supported.

Outside of work, Kate enjoys daily walks with her labradoodle Rocky, hiking, and exploring nature. She also has a deep love for cooking and maintaining a healthy lifestyle. Fluent in Polish, Kate is actively involved in the Polish community and has served as a Preschool Religious Education teacher for over a decade. She currently resides in Central Jersey with her husband Richard and their two daughters, Elizabeth and Madeline.

Originally from Boston, MA, Stefanie currently lives in Tampa, FL and brings over nine years of experience supporting senior financial executives. As an administrative assistant, she is committed to delivering exceptional service, with a focus on building lasting client relationships and ensuring seamless operations. Stefanie’s dedication to excellence and her organizational skills make her an invaluable asset to the team at Lex Wealth Management.

Stefanie also manages client relations for another Financial Firm in Tampa. Outside of her professional life, Stefanie also manages a successful Martial Arts academy in South Tampa. Married to John, they share three dogs and a love for animals. An enthusiastic traveler, Stefanie’s favorite destination is Hawaii, where she loves to explore and unwind with her husband.

Allie Ronzo is an experienced Administrative Assistant with a strong background in financial and insurance services. Known for her organizational skills, attention to detail, and compassionate client support.

Outside the office, Allie is deeply family-oriented. She values her time with her loved ones. Whether she’s planning a family gathering or volunteering at school and sporting events, her ability to balance a busy professional life while staying grounded in family values is a big part of what makes her such a steady and thoughtful presence both at work and at home.