Bluestone Wealth Partners
Sydnee Kozberg currently serves as the Director of Operations at Bluestone Wealth Partners since December 2023. Prior to this role, Sydnee held the position of Vice President of Operations at CGI Voluntary Benefits, Inc. from April 2023 to November 2023. Sydnee's experience includes serving as Director of People Operations and Director of Customer Success at Matic from October 2017 to January 2023, as well as working as a Financial Advisor at Northwestern Mutual from June 2015 to October 2017. Sydnee Kozberg earned a Bachelor of Applied Science (B.A.Sc.) degree from Miami University, completing studies between 2007 and 2012, and graduated from Upper Arlington High School in 2007.
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Bluestone Wealth Partners
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial objectives. Our clientele consists of corporate executives, business owners and professionals who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Most of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. Bluestone Wealth Partners, a premier fee-based financial services firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (www.SIPC.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.