Sydney Thomas

Paraplanner

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Sydney joined Ausperity Private Wealth in October, 2021 as the team’s Paraplanner. Her focus is rebuilding Financial Plans on eMoney and teaching best practices on the software. Sydney’s goal is to provide each client with a customized plan with several “What If” examples to review ranging from Roth conversions, higher taxes, and how their plans might be affected by a recession.

Sydney grew up in Greenville, Texas, a town outside of Dallas. She attended a small school outside of Houston, Texas called Prairie View A&M University where she majored in Political Science and went on Texas Tech, to pursue a master’s degree in Personal Financial Planning. After graduation, she moved to Milwaukee, Wisconsin where she resides with her girlfriend Amanda and their cat Jaxx. In her free time, she loves to kayak and is an avid sports fan.