Kurt Mortenson, CFP® serves as a Managing Director & Senior Financial Advisor with Cypress Wealth Services. With a strong financial planning background, he specializes in helping clients establish and reach their financial goals. His main objectives are cash flow planning, tax mitigation, and investment planning. With more than 25 years’ experience, Kurt is an accomplished financial services executive with an in-depth knowledge of the investment community and its array of strategies, products, and services. Prior to joining Cypress Wealth Services, he founded Praxis Wealth Management in 2009. Before Praxis, he was a Senior Vice President-Wealth Management at Morgan Stanley Smith Barney. He received many awards in recognition of his achievements and was a consistent Council member. Kurt is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association, the Desert Estate Planning Council, former Chairman of the City of La Quinta Investment Advisory Board and is a member of the Planned Giving Professional Advisors Committee for the Palm Springs Art Museum and College of the Desert. He is also active in the Big Brothers Big Sisters program. He completed his undergraduate studies at Concordia College in Moorhead, MN and attended the UCR, A. Gary Anderson Business School MBA Entrepreneurial program.