Team

Alexa Lewis, under the mentorship of Karen Boykin and in affiliation with LPL Financial, is 
dedicated to gaining the knowledge and experience needed to help individuals, families, 
and businesses pursue their financial goals. 
Alexa began her journey in finance with a high school internship at Westward FS in May 
2022. She continues to support the firm on special projects while pursuing a double major 
in Accounting and Business Administration at Missouri Baptist University. As she continues 
to learn, she is excited to help people prepare their finances for the future by using strategy 
and understanding. Alexa hopes to have a deep relationship with everyone she works with 
to create a strong understanding of their goals as she works with the next generation of 
Westward's clients. 
Alexa is grateful to continue learning alongside Karen, and Bill. She and her 
husband, Chayton, live just outside the St. Louis area with their dog and attend The Ridge 
Church. Alexa hosts a weekly Bible study at their home and enjoys cooking, having earned 
a culinary arts degree purely for the joy of learning. In her free time, she enjoys spending 
time with loved ones, going to the gym, painting, listening to country music, and being 
outdoors.

Karen, through her affiliation with LPL Financial, works with a select group of individuals, families, and businesses with their investment needs and is passionate about helping clients navigate through various life stages. She specializes in estate, tax strategies, and retirement planning. Karen strongly believes in going beyond financial planning and focusing more on financial strategies. Her wealth management approach combines wisdom, insight and a deep understanding, not just for her client's goals and objectives, but of their lives, family, interests, and passions. This approach allows Karen to have much deeper and stronger relationships with her clients and help them pursue their life goals.

Away from the office, Karen enjoys traveling, reading, yoga and volunteering with local animal rescue organizations.  Karen resides in Wildwood, MO with her rescue cat, Sofia.  Her grown step children, nephews, niece, and grandchild live in her native state of Texas and she visits them often.

Community Involvement (Past and Present)

• National Association of Insurance and Financial Advisors (NAIFA) 
• Lakepointe Church, Rockwall, TX
• Susan G. Komen for the Cure 60 Mile 3-Day
• Genesis Women’s Shelter
• Dallas County Council of Republican Women
• Past President Dallas Republican Career Women
• Former Producer and Writer of “Senior Living Today”, a financial education Radio Program

Credentials

• Investment Advisor Representative and Registered Representative of LPL Financial
• Charter Financial Consultant (ChFC®) 
• Enrolled Agent with the Internal Revenue Service

Insurance offered through Westward Financial Strategies and is not affiliated with LPL Financial.  LPL Financial does not offer tax services.