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,
and is a Chartered Retirement Planning Counselor.
Shad has over seventeen years of financial services
experience and was most recently 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 Bachelors 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.