Meet Sydney


Sydney serves our team as a Wealth Planning Analyst I, a role he accepted while finishing his studies at Arizona State University. He has a background in customer service and worked as a sales and leasing agent before joining our team. In this position, he developed a passion for building and nurturing client relationships.

Currently pursuing a degree in financial planning with a certificate in small business and entrepreneurship at the W. P. Carey School of Business.

Sydney grew up in Chandler, Arizona, with his parents and older sister. From a young age, he enjoyed spending time learning about the financial products and services utilized by his parents. Sydney’s personal time is devoted to spending time with family and friends, hiking and working on a future business venture.


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