I was raised in a small town of 364 people called Askov, MN. There, I grew up with a mechanic father and a cosmetologist mother on a hobby farm, who raised me upon values to always work hard, be honest and extend a helpful hand to all who need it. I would not trade my experiences or my upbringing for the world. It is of the utmost importance to me to serve the community that has given so much to me.

I strive to treat my clients as I would want my own family to be treated: in a respectful, understanding, comfortable, trustworthy and motivating environment. In my business, I truly believe that if you do the right thing for those whom you work with, the success will follow.

I attended the University of Minnesota-Duluth. There, I double majored in finance and financial planning, while being the student director of the Financial Planning Program. I am also a proud Beta Gamma Sigma and Phi Theta Kappa National Honor Society member. I have earned my Accredited Asset Management Specialist™ designation and value lifelong learning.

Please, do not hesitate to reach out if I can answer any questions that you have. I want to be an asset to both you and your family now and in the future, and I look forward to earning your trust in this long-term financial partnership.

Our Branch Office Administrator, Angela "Angie" Lindman, is our office's right-hand woman. Angie is a long-time resident of Pine City and a proud mother of two. She is currently enrolled at Western Governors University to earn her Bachelor of Business Administration in human resource management. Service, relationships and details are everything to Angie, and she is a key part of our team.

Sydney's Current Local Involvement:
Board of Directors - Financial Planning Advisory Council, University of Minnesota, Duluth
Board of Directors - Economic Development Authority, Pine City, MN
Board of Directors - Pine Center for the Arts
Board of Directors - Sandstone Chamber of Commerce

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Antiquing
  • Motorcycles
  • Community Outreach
  • Drawing
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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