Overview
As a Paraplanner at QuadCap, Sydney plays a crucial role in supporting financial advisors by preparing detailed investment and financial planning reports, managing client accounts, and facilitating clear communication between clients and advisors. She collaborates closely with both parties to ensure timely, accurate service, contributing to the success of the advisor’s planning efforts.
Sydney joined QuadCap in 2025 after launching her career as a Financial Analyst at Goldman Sachs Ayco.
Outside The Office
Born and raised in Plano, Sydney now lives in Downtown Dallas, Texas. She enjoys staying active with a mix of Pilates and strength training. Sydney cherishes time spent with her 3 younger brothers, parents, and French bulldogs. In her free time, she loves exploring Dallas’ vibrant dining scene and finding new restaurants to try. Sydney also enjoys The Porch at Watermark Church, traveling, watching football, the Real Housewives Franchise, and shopping.