Client Relationship Manager
Sidney began her career in the financial industry immediately after college at a Registered Investment Advisor firm in 2022. Her dedication to detail and organization allowed her to successfully work for a team of seven advisors providing client service support to over 400 clients. She prioritizes getting to know her clients and advocating for them as well.
While Sidney is currently our Client Relationship Manager, as she gains more experience her goal is to eventually be a Wealth Relationship Manager.
Sidney graduated from Western Michigan University in 2022 with a degree in Digital Media and Journalism.
In her free time, Sidney likes to go up to her family’s cottage and spending quality time with her family at the lake. She also enjoys shopping, talking on the phone and going to work out classes with her friends.
Contribution to the Economy: Single-handedly keep a well-known name brand clothing store in business with my retail therapy.
Surprise Adventure: Thinking I was in line for zip line, was shocked when hooked up and before I knew it was doing something more like bungee jumping!
Dislikes: Driving. Prefers to be a Passenger Princess.
Casino Philosophy: Start with a certain amount. When it’s gone, I’m done. Any winnings are all I’ll use for future bets. Keeps things fun without worrying about losing more than I can afford.