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TD AMERITRADE LOGIN
PROCESS
STANDARD OF CARE
SERVICES
INVESTING WITH PURPOSE
What We Do
ABOUT CYPRESS
PEOPLE
Who We Are
News
Contact Us
People
Cypress Wealth Services advisors' individualized service approach assures that their financial suggestions are designed to meet your specific investment needs and goals.
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Arizona
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Anchorage
Tustin
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Advisors
Service Personnel
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Chris Risenmay, CFP®
Partner and Senior Financial Advisor
Clark Penney
Partner and Senior Financial Advisor
David Thatcher, CFP®
Partner and Senior Financial Advisor
Marc Koven
Chief Compliance Officer and Senior Financial Advisor
Penny Salamida
Financial Advisor
Ross Biesinger
Partner and Senior Financial Advisor
Cortnie Deakyne, FPQP™
Executive Client Service Associate
Lee Ellen Walker, FPQP™
Director of Operations
Jason Nettleton
Senior Vice President & Financial Advisor
Erik Mora, RICP®
Strategic Partner- Synchronize
Ryan Delaney, CFA®
Strategic Partner- Synchronize
Greg Frech, CRPC®
Managing Director & Senior Financial Advisor
Brad Arave, CFP®
Senior Vice President & Financial Advisor
Leigh Smith, CLU, ChFC
Senior Financial Advisor
Amanda Thatcher
Client Service Assistant and Office Coordinator
David Zeligson
Client Service Associate
Carey McCrady, CFP®
Financial Advisor