Cypress Financial Planning

Evan Powers is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has worked at Cypress Financial Planning since 2013 and was previously with Myfinancialanswers, LLC from 2015 to 2019. Powers serves as an advisory board member for the Farmington Country Club, a private social and sports club, where he provides oversight of the club’s finances. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm employs a range of investment strategies, including derivatives and options within separately managed accounts, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan advisory services.

Kurt Ruoff is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Cypress Financial Planning since 2020 and previously spent nine years with Morgan Stanley Smith Barney and five years with Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member and treasurer for a youth hockey tournament organization. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm manages approximately $395 million in assets and employs a range of trading strategies, including derivatives and options, within tailored portfolios under both discretionary and non-discretionary management.

David Armbruster is a CFP® and Series 65-licensed financial advisor at Cypress Financial Planning with six years of industry experience. He has worked at Cypress Financial Planning since 2018 and previously held roles at William Paterson University of New Jersey and Performance Golf Management. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm combines modern portfolio theory with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management that includes the use of derivatives and options strategies.

Jeffrey Jones is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Cypress Financial Planning since 2009. Outside of his advisory role, he volunteers as a financial coach for underserved individuals through the nonprofit 3rd Decade. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, employing modern portfolio theory alongside fundamental and technical analysis, and utilizes a range of trading strategies including options and derivatives within separately managed accounts.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Tifin and Picwell, Inc. Outside of financial advising, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning company. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and utilizes a range of trading strategies, including derivatives and options, to build tailored portfolios under both discretionary and non-discretionary management.

Thomas Devine is a Series 65-licensed financial advisor at Cypress Financial Planning with one year of industry experience. Prior to joining Cypress, he worked at Ally Bank and the GNR Group. He also has experience running a business called Popsy Pop, LLC. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and employs a range of strategies including derivatives and options, offering both discretionary and non-discretionary portfolio management.

James Whalen is a CFP® certificant with 10 years of industry experience. He is currently with Cypress Financial Planning and previously worked at Dravo Bay, LLC dba Blue Rock Dravo Bay, as well as Blue Rock Financial Group. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and charitable or institutional clients. The firm manages approximately $395 million in client assets, employing modern portfolio theory alongside fundamental and technical analysis, and utilizes a range of trading strategies including derivatives and options within separately managed accounts.