Our Team

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...

Harrison Costin is a Financial Advisor with Cypress Capital. He began working in the finance and insurance industry in mid-2015 while studying Economics at the University of Central Florida. Prior to joining Cypress Capital, Harrison...

Christopher Stonecipher is an LPL Registered Administrative Associate at Cypress Capital. He joined the team as a non-licensed intern in January 2019 and obtained his Series 7 securities license several months later, which is held...

Kristy Hunt is a Client Relationship Manager at Cypress Capital. She holds her State of Florida Life, Health and Variable Annuity License. Additionally, she is licensed in the State of Georgia and Alabama for the same lines of coverage...

In 2013, Robert Russo established IAA to help advisors harness the synergy that drives practice growth through shared resources, collective intelligence, lower expenses and access to business consulting resources. In 2008, prior to...

Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...

Jon joined the IAA executive leadership team as the COO in March 2018. As the Chief Operating Officer, Jon is responsible for the overall service experience of affiliated advisor and staff and serves as a Relationship Manager to help...