Sydney Katzmark is a Texas native, born and raised in Denton and now residing in McKinney.

She is a graduate of Texas Tech University, where she earned a Bachelor of Science in Personal Financial Planning as part of the university’s nationally recognized PFP program. During her time at Texas Tech, she was actively involved in the KEY (Knowledge Empowers You) Outreach Program, serving as a Financial Educator to provide financial education to the Lubbock community. She also contributed to her sorority, Alpha Chi Omega, by serving on the Finance Committee.

After graduating, Sydney began her career at Charles Schwab as a Financial Services Representative, where she obtained her FINRA Series 7 and 63 securities registrations and became a licensed broker. In this role, she assisted clients with a variety of financial needs, ensuring exceptional service and high customer satisfaction. While she enjoyed providing financial and investment education, she sought a role that allowed her to build more meaningful, long-term relationships with clients.

As a Planning Assistant at Global Wealth Advisors, Sydney is excited to assist advisors in the financial planning process and client service needs to help individuals and families achieve their financial goals. She is eager to continue expanding her knowledge in financial planning and is dedicated to serving others with a positive attitude and a client-first approach.

In her free time, Sydney enjoys spending time with family and friends, exploring new restaurants and coffee shops, traveling, trying different workout classes, and attending sporting events whenever she can.

You may reach Sydney in the Lewisville, Texas headquarters at 4400 State Hwy 121,Suite 200, Lewisville, TX 75056.