SYDNEY WOODWARD

ASSISTANT FINANCIAL PLANNER

Sydney Woodward holds a Bachelor of Science in Finance from Virginia Tech’s CFP Certification Education Track. During her time at school, she was involved in the Financial Planning Association Student Chapter, where she was fortunate enough to attend conferences that allowed her to build relationships with others in the profession. She also worked with Virginia Tech’s Collegiate Women in Business where she organized networking opportunities for young women in her program.

During her last collegiate summer, Sydney interned at Clarendon Wealth Management in Arlington, Virginia. The summer was filled with professional and personal growth as she learned the basics of her profession – client meetings specifically sparked a renewed excitement for her career.

After graduating from Virginia Tech in 2020, Sydney moved to Illinois where she worked as a Financial Planning Associate at Ehlert Financial Group. The fee-based firm, which specializes in planning for families with special needs, gave her a new perspective on the profession, and solidified her passion for financial planning. While at the firm, she got to work with a diverse group of families and help them redefine the dreams and goals they had for their disabled loved ones.

In her free time, Sydney enjoys hiking, painting, and training her pitbull, Avery.

Client focus: Sydney believes that relationship building is the basis of a great financial planning experience. She is excited to meet Clients and assist them in maximizing their Live Big lives.

Current update: Sydney has officially made her way to San Francisco and is soaking in the city. She has a list of places she wants to explore, and has set the goal of crossing one off her list each week!
Sydney continues to study for her CFP® exam that she plans to sit for in November. It feels like time is flying quickly and the exam will be here before she knows it!