Alexis Lamont brings a deep understanding of individual and trust taxation to her role at LGA, honed by seven years of experience at a high-net-worth single-family office. During this time, she mastered the complexities unique to high-net-worth environments, becoming a valuable resource for clients seeking nuanced tax strategies.
Driven by responsiveness, integrity, and a collaborative approach, Alexis is relentless in her commitment to delivering exceptional service. She works tirelessly to empower clients with the clarity and confidence they need to make informed financial decisions.
Education:
- Bentley University: Bachelor of Science in Accountancy
- Bentley University: Master of Science in Taxation & Graduate Certificate in Personal Financial Planning
Professional Affiliations:
- Massachusetts Society of Certified Public Accountants (MSCPA)
Personal:
- Alexis enjoys gardening and spending time with family and her two cats.
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