What are you most grateful for?
My family, health and friends.
What is the best advice you have ever been given?
Money makes money and the money that money makes, makes more money.
What is the best book you’ve read and why?
“The Millionaire Next Door” by Thomas J Stanley. It taught me to live within my means and save for a rainy day.
What are 3 words people use to describe you?
Hardworking. Successful. Determined.
What gets you excited about life?
Coming home from work and getting a big hug from my children.
How do you define success?
Setting my mind to something and achieving it.
What is your proudest achievement?
Becoming an Eagle Scout.
What life lesson did you learn the hard way?
Never go to a casino!
Shad Lamm serves as a Partner and Senior Financial Advisor with Cypress Wealth Services. Shad specializes in wealth management, retirement, and estate planning. He is a Chartered Retirement Planning Counselor. Shad has been in the financial services business since 2000 and was most recently a Senior Vice President and Financial Advisor with the Cypress Group at Integrated Wealth Management and Morgan Stanley. During his tenure at Morgan Stanley, Shad was a member of the elite Century Club. Previously, he was Vice President and Senior Financial Advisor with Merrill Lynch and was a member of the Chairman and Executive Clubs. Shad received his Bachelor of Science degree in Business Management and Finance with a minor in Russian Linguistics. He was also the president of the Finance Society at his alma mater. Growing up in Colorado, Shad enjoys skiing, snowmobiling, and Motorcross. Shad is married and has four children.