Behind every exceptional client experience is a team working thoughtfully to make it happen. As Director of Operations at Bluestone Wealth Partners, Sydnee Kozberg plays an integral role in ensuring the firm's financial advisors have the resources, support and infrastructure they need to deliver personalized wealth management and financial planning services to clients in Columbus, Ohio and beyond.
Originally from Upper Arlington, Ohio, Sydnee grew up with a competitive spirit and a strong appreciation for teamwork. She spent much of her childhood competing in tennis tournaments across the country as part of the USTA National Junior Tennis Circuit before attending Miami University on a tennis scholarship, where she earned her bachelor's degree in Education.
Although Sydnee began her professional career in education, she soon discovered a passion for business operations, organizational development and helping teams work more effectively together. She transitioned into finance and operations, building a career focused on creating structure, improving processes and supporting sustainable business growth.
Prior to joining Bluestone, Sydnee worked with high-growth startups, where she helped organizations navigate periods of significant expansion while maintaining the culture and relationships that made them successful. Her experience spans human resources, financial operations, client services and strategic planning, giving her a comprehensive understanding of how the different parts of a business work together.
In 2023, Sydnee joined Bluestone Wealth Partners to lead the firm's internal operations and help guide its continued growth. She oversees operational strategy, team coordination and process improvements, with a focus on creating efficiencies that benefit both Bluestone's financial advisors and the clients they serve.
Her work is especially important to Bluestone's approach to comprehensive wealth management. By building strong internal systems and ensuring seamless collaboration between advisors and support professionals, Sydnee helps create an environment where clients receive attentive, consistent service without having to manage every detail of their financial lives themselves.
Sydnee also plays a key role in preserving and strengthening Bluestone's collaborative culture as the firm continues to evolve. She believes that investing in people, supporting professional development and creating an environment where every team member can contribute are essential to delivering an exceptional client experience.
Outside of the office, Sydnee remains actively involved in the Columbus community. She is a member of the Childhood League, an organization dedicated to supporting children with developmental delays and their families.
Sydnee lives in Upper Arlington with her husband, their three children, and their two dogs. Her family attends Rock City Church and belongs to Brookside Golf & Country Club. In her free time, she enjoys home design projects, traveling and spending time with family and friends.
For Sydnee, building a successful organization is about much more than operational efficiency. It's about creating the structure, culture and support that allow talented people to do their best work, a philosophy that aligns closely with Bluestone's commitment to thoughtful financial guidance and lasting client relationships.