As Operations Specialist, Sydney ensures our clients are comfortable and confident as we assist them in pursuing their financial goals. As part of our operations team, Sydney makes sure business functions are running efficiently, from client onboarding to client meetings and assists with requests in a timely and friendly manner. She is committed to delivering a superior standard of service to everyone who walks through our doors.
Sydney joined Key Wealth Management, an affiliate office of Crux Wealth Advisors, in 2021. She is meticulous in her style, has strong attention to detail, and communicates clearly. She enjoys helping others succeed with their financial goals and makes sure they understand how to navigate the complexities of the financial industry. She has a passion for building lasting and meaningful working relationships.
Sydney began her career with the Vanguard Group where she focused on providing superior customer service and using her problem-solving skills to improve efficiencies within the business. She worked directly with personal investor clients and provided investment guidance with complex retirement questions and transactions. She often coached her team members and set high standards for her department with her unrivaled work ethic.
Sydney graduated Magna Cum Laude from the University of Arizona with a double Major in Finance and Marketing. She currently holds her Series 7 and 63 licenses.
I was born and raised in Scottsdale, Arizona. The most important thing in the world to me is my family and close friends. I feel so lucky to live in the city I grew up in, as I am a very family-oriented person.
I love to cook and bake, especially when it means trying new recipes to share with those close to me. When the weather is nice, I enjoy going on the occasional hike or going on long walks. I also love trying new restaurants and checking out the best local spots. Beyond the scope of Arizona, I have a passion for traveling to new and exciting destinations nationally and internationally.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
