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Paul L. Gaudio, CFP®

Director, Wealth Planner

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Katherine M. Sheehan, J.D., AEP®

Managing Director, Wealth Strategist

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Tim S. Paradis, CFP®

Partner, Wealth Manager

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Alexandra M. Blake

alex

Director, Wealth Manager

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Hillary R. Urbancic-Davis, CPWA®

Hillary R. Urbancic-Davis

Director, Wealth Planner

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Leah R. Sciabarrasi, CFP®

President/Managing Partner, Wealth Manager

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Kayla C. Hammen, CFP®

Kayla C. Holland, CFP®

Director, Wealth Manager

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Alyson L. Nickse, CFP®, CDFA®, AEP®

Alyson L. Nickse, CFP®, CDFA® - Crestwood Advisors

Partner, Wealth Manager

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Luke B. Neumann, CFP®

Luke B. Neumann, CFP® - Crestwood Advisors

Director, Wealth Manager

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Billy F. Spencer, CFP®, TPCP™, CFT™, FBS®

Billy F. Spencer,  CFP®, FBS®

Director, Wealth Manager

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Crestwood Advisors

Boston, MA  •  Boulder, CO  •  Darien, CT  •  Providence, RI

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Crestwood Advisors is an SEC Registered Investment Advisor © 2026 Crestwood Advisors