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Our Team

Welcome home.  

It started with a vision and a feeling of family. When Kate launched Cypress Capital, she knew she wanted it to be more. More than investments and planning- A sense of home and warmth. Where one doesn't have to sacrifice sophistication for comfort and the Advisor that meets you for the first time is there with you through every step of the way. Where fees won't weigh you or your company down. Where we take time to get to know YOU and what's important to YOU. So take a moment and get to know us.

Mary Kathryn (Kate) Clark – CFP®, AIF

Managing Partner

850-583-5377

[email protected]

Kate Clark, CFP®, AIF, is the Managing Partner at Cypress Capital. She has served in the financial industry since 2007, and worked with Barnes Capital Group, AMB, and First Franklin Financial, prior to forming her own firm. Aside...

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William E. Hamm, Jr. (Strategic Partner, IFP)

CEO of Independent Financial Partners and LPL Registered Principal

Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA...
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Aaron Gilman (Strategic Partner, IFP)

Chief Investment Officer, Independent Financial Partners

Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio...
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Peter Nunley (Strategic Partner, IFP)

Director of Asset Management, Independent Financial Partners

Responsibilities: Conducting due diligence for investments, providing assistance to advisors with investment- related tasks, forecasting market returns by running regression analyses using economic variables, assisting in the...

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Jayne Alford, CFP®, CLU, CH.F.C (Strategic Partner, IFP Insurance Group)

Managing Director

As Managing Director of IFP Insurance Group, Jayne Alford works closely with financial advisors to help strengthen their businesses. With 30 years of experience in the financial services industry, Jayne opens and guides cases to...

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Jeff Acheson (Strategic Partner, IFP)

Divisional President, IFP Plan Advisors

Responsibilities:Jeff leads IFP Plan Advisors with the dual mandate of building out and refining processes, procedures and workflows as well as creating, communicating and delivering a unique value proposition to advisors focused on...

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Timothy Moyer (Strategic Partner, IFP)

Chief Compliance Officer

Responsibilities: IFP’s compliance analysts supervise the firm’s network of financial advisors and the business they conduct. This includes broker-dealer business through LPL Financial under FINRA’s regulatory...

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