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.
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...
Financial Advisor, Director of Operations
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,...
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...
Client Relationship Partner (Strategic Partner)
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...
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...
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...