Our Team

Welcome home.

Where clarity meets commitment—and your financial future meets deep roots. At Cypress, we don’t do cookie-cutter. We craft financial strategies that stand the test of time. That means putting people first, staying grounded in candor, and making every move with intention.

M. Kathryn (Kate) Clark, AIF®, CFP®, CPFA

Managing Partner

850-583-5377

kclark@mycycap.com

Kate Clark is the Managing Partner at Cypress Capital. She has served in the financial industry since 2007, and worked for First Franklin Financial, AMB Wealth and Barnes Capital Group, prior to forming Cypress Capital in 2018. Aside...

Erin McCarty, CPFA®, CFP®

Partner

850-583-5377

emccarty@mycycap.com

Erin McCarty is a Partner with Cypress Capital. She began her career in 2015 while pursuing a degree in Finance at Florida State University. Before joining Cypress Capital, Erin gained valuable experience as an Associate at prominent...

Nate Blanco, CPFA

Director of Retirement Plan Services

nblanco@mycycap.com

Nathaniel Blanco is the Director of Client Services at Cypress Capital. With a strong commitment to excellence, he diligently serves the company's clientele and ensures their operational service needs are met effectively. Nathaniel is...

Tyler McKibbin

Director of Client Services

tmckibbin@mycycap.com

Tyler McKibbin serves as the Director of Client Services at Cypress Capital, bringing a strong background in finance and a passion for financial technology. He earned his degree in Finance from Florida State University and holds a...

Joshua Clark

Director of Insurance Services

jclark@mycycap.com

Joshua Clark is the Director of Insurance Services with Cypress Capital. He holds his State of Florida Life, Health and Variable Annuity License and works with clients on the Corporate Benefits and Insurance programs. With an extensive...

Kristy Hunt

Client Relationship Partner (Strategic Partner)

service@mycycap.com

Kristy Hunt is a Colonial Life Account Executive and a client service partner for our benefit clients. She holds her State of Florida Life, Health and Variable Annuity License...