Sydney works alongside both Will and Chris to support account paperwork processing and servicing client needs. She enjoys working directly with clients to find solutions to their various needs. Over the course of her career within the financial services industry, she has worked with clients to deliver exceptional customer service and provide detail-oriented analysis. She enjoys improving processes that benefit our internal team but most importantly, our clients.
Sydney has lived in the PNW most of her life (aside from two stints of working abroad in Europe) and graduated from High School in Eugene, OR. In her free time, she and her partner love attending art galleries, skiing, and trying new restaurants as often as possible. She is always excited to share a recommendation on where to eat in Portland.