Sydney's Story
Sydney brings a foundation in financial planning and a genuine curiosity for markets and investing to her role as Client Services Manager at 360 Wealth Planners. She began her career at Goldman Sachs as a Financial Wellness Coach, where she provided financial education and coaching to employees of corporate partner firms, ranging from early-career professionals to senior executives. She later held a client-facing service and operations role at a registered investment advisory firm, supporting a large book of business and gaining hands-on experience supporting portfolio management, financial planning, and client relationship management. Sydney earned her bachelor’s degree in Finance and Marketing from Texas Tech University. She also previously interned with the firm during the summer of 2023.
Sydney is committed to continuously deepening her expertise through ongoing professional education.
She is passionate about delivering a high-touch, white-glove client experience. Sydney approaches her work with a detail-oriented and proactive mindset, focused on anticipating client needs, communicating thoughtfully, and helping make each step of the client experience as seamless as possible.
Outside of work, Sydney enjoys staying active, spending time with friends and family, and trying new restaurants. Born and raised in Texas, she also loves to travel and experience new places. She enjoys spending time in the sun and unwinding with her favorite shows, and is an avid sports fan who follows Texas Tech football and the New Orleans Saints.
Let’s discuss how we can help you achieve YOUR financial goals
At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.