I have had the pleasure of working with Olivia and Lexicon Advisor Marketing on several projects since starting Cornerstone. She is one of the most transparent and authentic individuals I know (which is important in this business!). She has an innate understanding of the financial planning sales cycle and manages each stage with precision to ensure long-term revenue opportunities, including developing marketing programs to further drive engagement. She is a relationship builder focused on the bottom line to drive sales and strategic opportunities. As a solo practitioner and a start-up firm, it’s quite common to ask myself ‘What would Liv do?!’ at least once a day. A true Rockstar, she stands out in all aspects of sales, marketing, and strategic relationships.