Meet the Team

Cydney takes great pride in her work with high-net-worth individuals and families, helping them navigate the constantly evolving legal and financial landscape. She excels at analyzing intricate client situations and developing investment strategies that align with their goals, always prioritizing her clients’ needs.

With 8 years of industry experience, Cydney came to our firm from another Independent Registered Investment Advisor (RIA) where she also played a key role in their Investment Committee, managing dynamic portfolios and asset allocations. She started her career in the Oil and Gas sector as a cost controller for a multinational corporation while pursuing her Bachelor’s Honors Degree in Accounting and Finance. Her dedication and hard work paid off as she graduated with First Class Honors from the University of Bradford, receiving an Outstanding Academic Achievement Award from her European College. Cydney also brings her international experience, gained while working abroad with a Big 4 Accounting Firm, which has expanded her perspective and enables her to assist clients in navigating the complexities, challenges, and opportunities in their financial lives.

Cydney is a registered state Investment Advisor Representative and holds a Series 65 license. She has successfully completed Level 1 of the Chartered Financial Analyst (CFA) designation. Cydney has also completed her Certified Financial Planner® (CFP®) designation.

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