Sydney joins Diversified Wealth Management with a strong foundation in wealth management and financial services operations. She began her career in private wealth management at Baird, and most recently served in an operations role at NorthRock Partners where she supported advisors and clients while developing deep familiarity with the workflows and demands of a high-caliber wealth management practice.
Sydney brings a natural talent for organization, clear communication, and thoughtful problem-solving to everything she does. She is passionate about making the financial planning process feel approachable and empowering — helping clients feel more confident and informed at every step. She especially enjoys building lasting relationships and making sure every interaction is smooth, timely, and well-coordinated.
Outside the office, Sydney enjoys traveling, baking, reading, and spending time with her husband, Ben.
Not registered with Osaic Wealth, Inc