Lexie Spalding | Lido Advisors

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Brennan Fontana,

Senior Vice President, Advisor-Client Matchmaking

General Inquiries • Privacy Policy

General Inquiries • Privacy Policy

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Professional Summary

Lexie aims to support her clients with their wealth management, financial planning, service, and operational needs. Analytical and service-oriented, she brings thoughtful attention to detail and a genuine commitment to client care to every interaction.

Previous Work Highlights

Lexie brings experience in wealth management, financial planning, and client service, supporting advisors and high-net-worth clients through a broad range of planning and operational needs. Most recently, she served as a Registered Service Associate at Maus and Associates, where she modeled financial plans, prepared client reports and investment proposals, and helped implement retirement, tax, and wealth accumulation strategies.

Personal Facts

Outside of work, Lexie enjoys spending time with family and friends, cooking and traveling with her husband, and watching Houston sports.

Education & Certifications

B.A., Corporate Communications, Baylor University

Aaron Love

Aaron Love, CFP®

Vice President, Client Relationship Manager

Professional Focus

Along with his genuine curiosity and passion for helping others, his customer service experience and education in the financial services industry has prepared him to best serve clients.

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Adam Castillo

Adam Castillo

Vice President, Client Relationship Manager, Team Lead

Professional Focus

As part of the Private Client Services team, Adam helps onboard clients and supports account maintenance and money movement.

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Adam Osterling

Adam Osterling, CFP^®

Vice President, Wealth Advisor

Professional Focus

Adam brings a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans.

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Adrianne Erickson

Adrianne Erickson

Vice President, Client Relationship Manager

Professional Focus

Works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.

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Al Mathews

Al Mathews, CFP^®

Director, Senior Wealth Advisor

Professional Focus

Al’s client-first attitude has always been his priority, in addition to delivering personalized financial advice and solutions enhanced by Lido’s family office style and in-house capabilities. His goal is to always provide fiercely independent analysis and advice.

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Alek Christensen

Alek Christensen

Vice President, Client Relationship Manager

Professional Focus

Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.

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Alex Angulo

Alex Angulo

Paraplanner, Advanced Wealth Planning

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Alex Kob

Alex Kob

Senior Managing Director, Senior Wealth Manager, Market Lead

Professional Focus

Alex works closely with high-net-worth individuals, families, business owners, and executives, helping them navigate every stage of their financial lives. His work spans investment management, tax-efficient planning, estate planning coordination, retirement planning, and multi-generational wealth strategies.

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Alexandra Browne

Alexandra Browne

Senior Managing Director, Chief Development Officer

Professional Focus

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

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By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.