Sydney Swanson, CPA, MT

Partner

Sydney Swanson has dedicated her focus to the private client group. She enjoys working with multigeneration high-net-worth families. Sydney is passionate about educating younger generations on wealth transfer, legacy planning and charitable giving. With the largest shift of wealth in American history approaching, she believes advisers must be ahead of it. Sydney feels a responsibility to help her clients determine a purpose for their wealth, plan their legacy and educate their heirs.

Certifications

• Certified Public Accountant

Professional Memberships and Activities

• American Institute of Certified Public Accountants (AICPA) - Member
• Colorado Society of Certified Public Accountants (COCPA) - Member
• Delta Zeta Delta Xi Alumni Advisory Board - Financial advisor

Past experience

• Beta Alpha Psi
• Active in the Professional Accounting Association