Alexis Kleefisch


As a Portfolio Accountant for Lincoln Advisory Group, Alexis helps prepare quarterly consolidated financial statements for a state pension fund, focused on cash management, budgeting, acquisitions and dispositions, and calculation of returns for the portfolio. After graduating from DePaul University with a Bachelor of Science in Accounting and interning at the Chicago Transit Authority in the Treasury Department, Alexis gained a depth of knowledge about the financial services sector by working in public accounting for a top 10 accounting firm. In 2021, Alexis decided to join Lincoln Advisors to work on various client portfolios and all the opportunities that has to offer.


Please enter your name and email address to download:


Your information will only be shared with the SEC upon their request. We may use your contact information to send you information about Lincoln Advisors.