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...

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...

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...

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...

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...

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...

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...