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M. Kathryn (Kate) Clark, AIF®, CFP®, CPFA

M. Kathryn (Kate) Clark, AIF®, CFP®, CPFA

Managing Partner

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 from her Accredited Investment Fiduciary® (AIF®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Kate also holds the Certified Plan Fiduciary Advisor credential and the Series 7 securities license held through LPL Financial, Series 66 securities license held through both Cypress Capital and LPL, and insurance licenses for Variable Life, Variable Annuities, Fixed Life, Fixed Annuities, Health and Disability Insurance.

She received a Bachelor of Science from the University of Florida and a Certificate of Financial Planning from Florida State University.

In 2008 and 2009 she was a guest lecturer for the Retirement Planning Today Series, taught at Florida State University as part of the Financial Educators Network.

Kate resides with her husband and their two rescued dachshunds on their family farm, where together they raise cattle. As an outdoor enthusiast, her hobbies include hiking, horseback riding, fishing, hunting, kayaking, and skiing.

Passionate about being a part of something bigger than herself, Kate has volunteered her time with various organizations, including serving as a Board Member for Community Foundation of North Florida and The Gadsden Arts Center and Museum. Mrs. Clark currently serves on the LPL Financial Ambassador Council, where she is one of 60 Advisors that represent the 20,000+ LPL Advisor community. She is a member of the Tallahassee Chamber of Commerce, Access Tallahassee and a Leadership Tallahassee Class 33 Graduate.