Young Professionals: Personal Development Lunch with Cydnie Callaway
Personal Finance with Cydnie Callaway
About Cydnie Callaway
With more than 20 years in the financial services industry, Cydnie has lived and helped clients through all types of market cycles. She believes that the best way to navigate through these market cycles begins with having a complete and clear understanding of each client’s financial goals through planning. Cydnie believes that when a portfolio is designed around specific goals, it solves the issue of taking on any unnecessary investment risk. Cydnie always puts the best interest of the client first and foremost, having built many long-term relationships over the years as a result.
Background and experience
Cydnie began her career as a sales associate with Smith Barney in Salt Lake City where she developed her fundamental investment knowledge. In 2000 she went on to PaineWebber and then Wachovia where she worked as a Trader for institutional clients, specializing in futures and commodities trading. She returned to Smith Barney in 2006 to partner with Lori Rogerson, a 35+ year industry veteran and her mother, to help families realize their financial goals and dreams.
In 2010 Cydnie and Lori joined Wells Fargo Advisors in Salt Lake City. Cydnie relocated to the St. George office in 2012 where she has enjoyed getting involved the incredibly fast growing communities in beautiful Southern Utah.
Away from the office
Cydnie spends her free time with her husband, Garison, their daughter Cambria and their son Jack. They enjoy everything the outdoors has to offer including boating, camping, hiking and 4-wheeling. They also enjoy being very involved in their kid’s sporting activities. Cydnie serves on the Board of Directors for Leadership Dixie, the Ronald McDonald House Southern Utah Advisory Committee, and she is also a former member of the Primary Children’s Hospital Planned Gift Giving Committee.