With over five years of industry experience, including her time at a large OSJ/RIA enterprise, Sydney brings a practical, hands-on approach to helping Advisors through the transition process. She's known for being detail-oriented, resourceful, and always ready to jump in and problem-solve when things get tricky.
At Western Wealth, Sydney focuses on the transfer of client accounts, helping Advisors get up and running smoothly so they can focus on what they do best: taking care of their clients. She has a knack for keeping things organized and moving forward, even when there are a lot of moving pieces.
Whether it’s tracking down paperwork, sorting out account details, or answering questions along the way, Sydney is the steady, behind-the-scenes support Advisors can count on.
Outside of work, Sydney loves spending time with her husband, son, and their golden retriever, Ellie. Together, they enjoy exploring the beautiful landscapes of the Pacific Northwest — whether it's hiking, beachcombing, or discovering hidden local gems. She values the balance that nature and family bring to her life and is always up for an adventure.