Sydney Motes, CPA, CFP®
Designations and Licenses
She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Sydney provides comprehensive financial advisory services to high-net-worth individuals and families to help them reach their goals. With more than 25 years in the financial planning and investment management industry, Sydney’s experience includes financial and estate planning, income tax compliance, cash flow management, contingency planning and risk management solutions.
Prior to joining Mariner Wealth Advisors, Sydney was a principal of Patriot Wealth Management, Inc. Before that, she was a principal with the Lexington Financial Group and the manager of financial planning at Kanaly Trust Company. She began her career at PricewaterhouseCoopers LLP where she advanced to the position of manager in both the audit and tax practices.
Sydney has a bachelor’s degree in accounting and graduated Magna Cum Laude from Baylor University. She is a member of the American Institute of Certified Public Accountants and Financial Planning Association.
Sydney enjoys spending time with her husband and three daughters at volleyball tournaments, soccer games, gymnastics practices and piano lessons. She also enjoys travel, reading and volunteer work.