Sydni Smith

Sydni Smith

Private Client Services Associate

“No one cares how much you know, until they know how much you care.”

Serving others has long been a passion of mine, and working with the Quartz Financial team has given me the opportunity to express that in my day-to-day interactions with our wonderful clients and their families. I am thrilled to be a part of this firm and to contribute to their operational goals and client success.

My background in military and paramedicine has provided me with the necessary skills and abilities to work with people during difficult and exciting transitions in their lives. We all know money can make our lives more complicated, but my role as well as that of Quartz Financial, is to ensure our clients and families that their financial health is well taken care of. I support all aspects of Quartz Financial's daily operations, from onboarding new clients, account reconciliation and reporting, cash flow management and office administration, to working closely with David Rust and Shane Moore to implement and monitor customized financial strategies.

I am an Army veteran of ten years, who transitioned into finance as a second career. With over ten years in the healthcare and emergency management industry, I bring confidence and executive decision-making into my work as a client service associate. I hold my Group 1 Life and Variable Contract Insurance License as well as the Series 7 and 63 securities registration with LPL Financial. I am currently working on an MBA in Project Management through Purdue University to further my operational capabilities and to continue my professional education. 

My husband and I live on 22 acres in Bastrop, TX with our two girls and our miscellaneous farm creatures. My hobbies include hiking, reading, and spending time with my family. We are active in our community and support the Bastrop Pregnancy Resource Center as well as Boysville, a children’s home and shelter in San Antonio.