Kate Clark is the Founder and Managing Partner of Cypress Capital, an independent wealth management firm serving clients across personal, business, and institutional needs. With nearly two decades in financial services, she holds the CFP®, AIF®, and CPFA® designations. She also teaches Retirement Planning and Insurance Planning at Florida State University as part of the Certificate in Financial Planning Program.
Kate currently serves on the LPL Research Advisor Council and previously served on the LPL Financial Ambassador Council, representing more than 33,000 advisors nationwide. Her community involvement includes board service with the Community Foundation of North Florida and the Gadsden Arts Center & Museum, and she’s a graduate of Leadership Tallahassee Class 33. She lives in North Florida with her husband on their family cattle farm.