A smooth sea never made a skilled sailor.
Sydney began her public accounting career at Stratagem after graduating with a Bachelor of Science in Accounting and Masters of Accounting degrees from the University of Northern Colorado. Sydney is currently in the process of obtaining her Masters in Taxation from the University of Denver.
Over the past few years, Sydney has dedicated her focus to Stratagem’s High Net Worth Vertical. She enjoys working with multi-generation high net worth families. Sydney is passionate about educating younger generations on wealth transfer, legacy planning and charitable giving. “We have the largest shift of wealth in American history coming in the next five years and as advisers we have to be ahead of it,” she says. “We have a responsibility as advisers to help our clients while they are running businesses and accumulating their wealth. However, after that, our job becomes to help them determine a purpose for their wealth, plan their legacy and educate their heirs.”
Sydney is an active member of the American Institute of CPAs and the Colorado Society of CPAs. While attending University of Northern Colorado, she was active in Beta Alpha Psi and the Professional Accounting Association.
Sydney volunteers in her spare time, serving a handful of organizations. She is an adviser for a local 4-H club and sits on the Delta Zeta Delta Xi Alumni Advisory Board as the financial advisor.
Sydney was born and raised in Nebraska and enjoys visiting her family there. In her free time, she loves to travel and renovate her home.