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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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Robert Russo

Chief Executive Officer, Independent Advisor Alliance (Strategic Partner)

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...

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Jessica Sexton

Chief Compliance Officer, Independent Advisor Alliance (Strategic Partner)

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...

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Jon Reidenouer

Chief Operating Officer, Independent Advisor Alliance (Strategic Partner)

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...

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