Our Team

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 is a Financial Advisor and Director of Operations with Cypress Capital. She began working in the finance and insurance industry in 2015 while studying Finance at Florida State University. Prior to joining Cypress Capital,...

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...

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 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...

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...