614.854.6672
Ms. Sydney's wealth advisory experience spans four decades in the areas of estate, business continuity, investment, charitable giving and insurance. She has authored numerous articles on advanced estate planning and is a frequent lecturer at investment industry meetings and seminars throughout the nation. Her professional philosophy is to "Serve first, last and always"SM, making her clients security her priority. As your advocate, she focuses on what is most important to you and the actions you must take to have the greatest opportunity towards achieving your goals. She will become the "guardian of your objectives".
Ms. Sydney received her undergraduate degree from the University of Michigan, her Chartered Life Underwriter's and Chartered Financial Consultant's designations from The American College. She graduated from Capital University College of Law with a Juris Doctorate in 1986. She has also received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In 2002, she was inducted into the Sam A. Chickerella "Hall of Fame" sponsored by the Society of Financial Service Professionals in Columbus, Ohio**.
*Licensed, not practicing.
**The Society of Financial Service Professionals Columbus, Ohio Chapter established the prestigious Hall of Fame Award in 1979 to honor those outstanding individuals in our industry who have shown leadership and dedication to the insurance profession. For details, please visit http://bit.ly/2jtRWuG.