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Erin M

CFP®, Series 66

Tallahassee, FL

Cypress Capital

Erin Mc Carty is a CFP® professional with nine years of industry experience, currently serving at Cypress Capital since 2025. Her prior experience includes roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus & Co Inc, and Morgan Stanley Smith Barney LLC. She is also a commissioned Notary Public in Tallahassee, FL. Cypress Capital provides discretionary investment management, financial planning, consulting, and wealth-coaching services to individual and high-net-worth clients as well as retirement plan sponsors. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party managers, and offers both wrap-fee and non-wrap arrangements.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Mary C

CFP®, Series 66

Tallahassee, FL

Cypress Capital

Mary Clark is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, and several other firms. Outside of her advisory role, she is a notary public and serves as a brand ambassador for Carhartt, Inc. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary investment management along with financial planning, consulting, and standalone wealth-coaching services. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed-income securities, and third-party managers, and offers its own wrap-fee program that integrates execution, custody, and reporting.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Tyler M

Series 65

Tallahassee, FL

Cypress Capital

Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 credential with two years of industry experience. He previously worked at Tallahassee Financial Advisors, Inc. and Paywind LLC. Outside of his advisory roles, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary investment management, financial planning, consulting, and wealth-coaching services. The firm constructs portfolios using various asset types and sponsors its own wrap fee program, while also providing client education and recurring coaching programs.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Nathaniel B

Series 66

Tallahassee, FL

Cypress Capital

Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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