Alyson joined Crestwood in 2012 and serves as a Wealth Manager and Partner.
Alyson has been helping entrepreneurial families navigate their wealth for over 15 years, providing comprehensive financial planning and investment management services to clients. Her interest in collaborating with families on their big-picture wealth strategy led her to Crestwood.
Alyson is a CERTIFIED FINANCIAL PLANNER™ practitioner with experience in comprehensive financial planning for high net worth clients. She is also a Certified Divorce Financial Analyst® and many of her clients are women seeking financial advice about career changes, divorce, remarriage, and retirement. Alyson has a BA in Biology and Computer Science from Colby College.
Alyson is actively involved with the Boston Estate Planning Council and has served as a member and chair for a number of their committees. She enjoys engaging in her home community on the Board of Directors for the Lexington Education Foundation as Vice President of Giving & Donations.
Alyson’s free time is spent with her husband, children & extended family. Saturday mornings are busy with soccer until winter arrives and she escapes to the ski slopes. She also enjoys traveling, cooking and reading.