Sydney builds meaningful relationships with clients, taking the time to understand their unique
needs and preferences. She sees her Client Service Associate role as an opportunity to be a
stepping stone in clients’ financial paths, making a positive and lasting difference in their lives.
Sydney’s friendly and bubbly personality naturally puts clients at ease, creating a welcoming and
comfortable environment where they can feel heard and valued from the very first interaction.
Born and raised in Irvine, CA, Sydney graduated from San Diego State University with a B.S
in Business Administration. She then entered the financial services industry, establishing a
strong foundation in client relations and financial operations. Sydney is committed to
ongoing professional development, and to ensuring that clients feel well-supported each
step of the way.
When Sydney is out of the office, she enjoys spending time with her friends and family.
Always ready for an adventure, traveling, Pilates and attending sporting events top the list of
her favorite activities.