Alexis Firment earned her Bachelor’s degree in Education and Educational Statistics from Slippery Rock University in 2022. Following graduation, Alexis began her professional career in education, teaching middle school in South Carolina, where she developed a strong foundation in communication, organization, and relationship-building.
In 2025, Alexis made a strategic career transition into the financial services industry, driven by a passion for helping individuals and families build clarity and confidence around their financial lives. She holds her Series 7 and Series 66 licenses and works as a Financial Advisor at our firm.
In her current role, Alexis focuses on retirement planning, asset management, and tax-advantaged investing, working closely with clients to develop thoughtful, long-term strategies aligned with their goals. Her background in education allows her to break down complex financial concepts into clear, approachable guidance, helping clients feel informed and empowered throughout the planning process.