With nearly two decades of experience in client service and operational support, Allison brings a thoughtful, detail-oriented approach to every interaction. As a Client Services Specialist in our Glastonbury office, she is often one of the first points of contact for clients—helping with transactions, answering questions, and ensuring a smooth, responsive experience at every step. Her background in business operations, human resources, and client relations has shaped her ability to listen carefully, anticipate needs, and provide dedicated support. Whether she’s assisting our advisory and tax teams or following up on a client request, Allison approaches every task with care and a genuine desire to help and is always looking for ways to improve the client experience through thoughtful service.