Alison Simons
MBA
Director of Strategic Growth
Alison brings decades of marketing and strategic growth experience to her role. Previously she owned Simons Marketing, a marketing agency that worked with public accounting firms and wealth management firms. Simons Marketing advised Sachetta’s marketing for many years, making this full-time role a natural fit for everyone. In her role, Alison focuses on marketing, strategic growth, and client experience. She’s focused on attracting right-fit new clients, inbound M&A opportunities, new hires, and messaging and branding.
“Let’s Go Eagles!” was Alison’s three word speech when she was named a 40 Under 40 by the Boston Business Journal. A Double Eagle, Alison attended Boston College to earn both a Bachelors degree and Masters in Business Administration (MBA) degree from the Carroll School of Management.
Alison is a beekeeper and a director on the board of the Worcester County Beekeepers Association, the oldest of its kind in the country. She also volunteers with the Pack 12 Cub Scouts and the youth and family committee of her local church. A lifelong sailor, Alison formerly served on the board of directors for Courageous Sailing for nine years. It truly did feel like winning the lottery when her son got off the waitlist for their summer sailing program! Her family will be chartering a catamaran for a BVI vacation in Spring 2026.
Native to the north shore of Chicago, Alison now resides in Framingham, MA with her husband, Oscar, and son, Jack.

3 Questions with Alison
"What's your favorite part about working for the firm?"
Making a difference. Life is complicated; so when you have confidence that your financial life is on track and that you’ve done what you can to mitigate risk when something unexpected happens, you can live more freely.
"What’s special about your Sachetta clients?"
Sachetta clients are trusting and trustworthy. They're kind and want to do what's best. It's a pleasure to work with people who appreciate what you do and understand it's importance for their family across the years.
"If you could have dinner with anyone, who would you choose?"
David Attenborough. I think I've watched every documentary he has ever narrated. I would want to ask him the best places to visit and what animals to keep a look out for!
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