Sydney joined AIS Planning in February 2022 to pursue her passion for connecting with people and seeking ways to make a positive impact through our unique approach to financial planning. Prior to AIS Planning, she spent seven years in financial services in client service and support roles. This experience inspired her not only to seek an advisor role for herself, but to carefully determine that she was looking for a company that approached clients with more than a "one size fits all" sales model. Sydney brings her natural energy and genuine charm to every interaction while demonstrating a sincere desire to learn, grow, and build lasting relationships.
As associate advisor for the household planning and wealth management division, Sydney supports Jason and Cathy during client meetings and seeks opportunities to help clients achieve their financial goals.
Sydney grew up on a family farm in west central Minnesota then graduated from St. Cloud State University with a degree in Communication Studies. She now lives with her husband Karle on a hobby farm in Foley, where she has a love-hate relationship with their 20+ chickens and expanding line-up of animals. She enjoys any opportunity to travel and explore the outdoors with friends and family.