Meet Our Team

Sydney is the friendly face you first meet at Bloomfield Hills Advisory office. She is dedicated to making sure every client feels welcomed, valued, and taken care of. With a decade of customer service experience, including time spent as a receptionist for multiple family-owned businesses, she brings a genuine, people-first approach to her work. She is a licensed Realtor® in Michigan, giving her a well-rounded perspective in different fields. In her position with us, she is eager to continue learning more about wealth management, financial planning, and investment guidance to better assist clients in the future. Above all, she's passionate about creating the best experience for everyone who walks through the door or picks up the phone.

Outside the office, Sydney enjoys the outdoors, spending time with her family and friends, and reading. She especially likes being out on the water, fishing on Saginaw Bay or the Pere Marquette River.
 

As a Client Relationship Manager, Rose serves as a trusted point of contact for clients, building strong, long-term relationships and ensuring a high level of service throughout their investment journey. With a client-first approach, Rose works closely with individuals, families, and institutional partners to understand their needs, coordinate resources, and provide clear, responsive communication.

Rose partners with the investment and advisory teams to help clients stay informed, supported, and confident in their financial strategy. Known for professionalism, responsiveness, and attention to detail, Rose is committed to delivering an exceptional client experience and fostering relationships built on trust and transparency.
Rose brings 11 of experience in financial services and graduated magna cum laude from Walsh College with a degree in Business Management.

Outside of work, Rose enjoys spending time with her friends and family and giving back to her community by volunteering at her son’s school and serving as a team mom for his flag football team."