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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


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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Harrison Costin, AIF®

Financial Advisor

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...

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Christopher Stonecipher, MSAE, AIF®

Economic Analyst, Portfolio Manager

Christopher Stonecipher is an Economic Analyst and Portfolio Manager at Cypress Capital. Chris joined the CyCap team in January 2019 after completing his Bachelor of Science in Economics and Political Science at Florida State...

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Joshua Clark

Director of Insurance Services

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...

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Kristy Hunt

Client Relationship Manager

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...

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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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