CYPRESS WEALTH MANAGEMENT - Key Persons

John began his career in the IT industry as a programmer and then as a project manager. While still in college, John and his wife Tracy knew financial planning and investing were important. Starting early in life, they entrusted their financial future to professionals whose primary goal was the sale of financial products. After years of wasted time, the results were less than desirable. Knowing there had to be a better way; John went in search of the answer. John discovered how stewardship, financial planning, investing, and relationships are truly interconnected. He uncovered the philosophies and methods that work together to actually help people succeed financially. His discoveries lead him to ask Why isn't everyone doing it like this? Passionate about spreading the word and making a difference, John left the IT industry and became a fee-only financial planner. He began by helping others with retirement planning. Later, John served as the Director of Portfolio Management for a multi-family office where he advised clients with assets ranging from $1 million to over $40 million. Following his heart and his beliefs, John founded Cypress Wealth Management where his focus is on comprehensive financial planning and stewardship of our God given resources. John is a CERTIFIED FINANCIAL PLANNER practitioner and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Financial Advisors (NAPFA) and is a NAPFA-Registered Financial Advisor. He and his wife Tracy have two children and they enjoy living their true wealth, spending time together as a family.