About Cypress

Our promise to our clients:

“Together, we’ll face the future with courage, resilience and wisdom”.

Our promise to our clients:

“Together, we’ll face the future with courage, strength and wisdom”.

Our promise to our clients:

“Together, we’ll face the future with courage, strength and wisdom”.

40 YEARS IN BUSINESS

238 YEARS COMBINED EXPERIENCE

1.1 B ASSETS UNDER ADVISEMENT

Working to Help Secure Your Wealth

Who We Are

Cypress Financial was founded on the principle of the Golden Rule: “Do unto others as you would have them do unto you”. We created a holistic approach to financial planning with the aim of relieving our clients of the stress associated of achieving financial security. We take a professional approach to financial planning by positioning ourselves as an advocate for our clients, always doing what is best for them. Our commitment is for a lifetime, not just for the moment, and is from our team approach that clients can be assured that we will always be there for them..

A professional organization dedicated to the practice of comprehensive financial planning.
Committed to understanding the needs, goals and desires of our clients and to adopting their frame of reference.
Working for our clients. We will address their goals by searching for the most appropriate products and services and then providing access to them at a fair price.
A team. Each member of Cypress Financial shares the same vision and principles; and brings complementary skills to the organization. We believe we can do something better than our competition; together we can deliver effective wealth management strategies to our clients.
Service oriented. We respond to inquiries from our clients on the same day when possible.
Trusted financial professionals. Products are the tools used for the client’s advantage, providing part of our compensation. The satisfaction of our clients and the longevity of our relationships is also our reward.
Fun to be with. Our clients tell us they look forward to seeing us professionally as well as personally and feel fulfilled by our relationships.
Empathetic. We strive to see through our client’s eyes and “stand in their shoes.”
Constantly striving to be the best at what we do.
Committed to:
- Protecting your family and business
- Assisting our clients to “retire with dignity”
- Increasing financial literacy

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Our Team

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Alexander P. Henn
Anthony Bouvy
Baker Teitsch
Charles Shaw, CFP®, ChFC®
Daniel J. Barrow
Fred Cyprys, CFP®,ChFC®,CLU®
Gabrielle L. DiMora
Garry R.M. Payne, CLU®, ChFC®, CRPC®, AEP®, AIF®
Gillian DiMora
Jessica Coon
Joseph DiMora, CLU®
Kristine Long
Mary Brown
Matthew DiNiro
Matthew Hesse
Matthew R.J. Payne, AIF®
Michael Ferlenda, CRES®
Michael Leone
Michael J. Fasulo Jr.
Michaela Covert
R. Andrew Hagen, CFP®, AIF®
Stefan Muoio
Stephen Ashe, ChFC®
Vincent L. Beals

Our Advisors

Alexander P. Henn

Managing Partner

(315)425-6320

alexander.henn@equitable.com

Anthony Bouvy

Associate

(585) 475-8555

abouvy@cypressfc.com

Baker Teitsch

Executive Assistant

315-362-6867

bteitsch@cypressfc.com

Charles Shaw, CFP®, ChFC®

Associate

(315)246-2667

charles.shaw@equitable.com

Daniel J. Barrow

Associate

(585)475-8409

(585)292-1569

dbarrow@cypressfc.com

Fred Cyprys, CFP®,ChFC®,CLU®

Founder & Financial Coach

(585)475-8401

(585)292-1569

fcyprys@cypressfc.com

Gabrielle L. DiMora

Associate

(315)425-6347

gdimora@cypressfc.com

Garry R.M. Payne, CLU®, ChFC®, CRPC®, AEP®, AIF®

Partner

(315)362-6832

(315)430-3619

(315)362-6832

gpayne@cypressfc.com

Gillian DiMora

Associate

(315)730-9005

gedimora@cypressfc.com

Jessica Coon

Executive Assistant

(315)425-6362

jessica.coon@equitable.com

Joseph DiMora, CLU®

Associate

(315)425-6300

joseph.dimora@equitable.com

Kristine Long

Executive Assistant

(585)475-8475

(585)292-1569

kristine.long@equitable.com

Mary Brown

Executive Assistant

(315)425-6379

mary.brown@equitable.com

Matthew DiNiro

Registered Assistant

315-362-6829

matt.diniro@equitable.com

Matthew Hesse

Associate

(315)425-6319

matthew.hesse@equitable.com

Matthew R.J. Payne, AIF®

Associate

(315) 362-6820

(315)559-5268

(315) 362-6820

mpayne@cypressfc.com

Michael Ferlenda, CRES®

Associate

(315)425-6370

michael.ferlenda@equitable.com

Michael Leone

Partner

(315)425-6356

michael.leone@equitable.com

Michael J. Fasulo Jr.

Partner

(315)425-6383

michael.fasulo@equitable.com

Michaela Covert

Associate

(585)475-8422

(585)292-1569

mcovert@cypressfc.com

R. Andrew Hagen, CFP®, AIF®

Managing Partner

(315)425-6344

andrew.hagen@equitable.com

Stefan Muoio

Associate

(585)475-8461

smuoio@cypressfc.com

Stephen Ashe, ChFC®

Managing Partner

(585)475-8480

(585)292-1569

sashe@cypressfc.com

Vincent L. Beals

Partner

(315)425-6349

vbeals@cypressfc.com

Our Administration

Alexander P. Henn

Managing Partner

(315)425-6320

alexander.henn@equitable.com

Anthony Bouvy

Associate

(585) 475-8555

abouvy@cypressfc.com

Baker Teitsch

Executive Assistant

315-362-6867

bteitsch@cypressfc.com

Charles Shaw, CFP®, ChFC®

Associate

(315)246-2667

charles.shaw@equitable.com

Daniel J. Barrow

Associate

(585)475-8409

(585)292-1569

dbarrow@cypressfc.com

Fred Cyprys, CFP®,ChFC®,CLU®

Founder & Financial Coach

(585)475-8401

(585)292-1569

fcyprys@cypressfc.com

Gabrielle L. DiMora

Associate

(315)425-6347

gdimora@cypressfc.com

Garry R.M. Payne, CLU®, ChFC®, CRPC®, AEP®, AIF®

Partner

(315)362-6832

(315)430-3619

(315)362-6832

gpayne@cypressfc.com

Gillian DiMora

Associate

(315)730-9005

gedimora@cypressfc.com

Jessica Coon

Executive Assistant

(315)425-6362

jessica.coon@equitable.com

Joseph DiMora, CLU®

Associate

(315)425-6300

joseph.dimora@equitable.com

Kristine Long

Executive Assistant

(585)475-8475

(585)292-1569

kristine.long@equitable.com

Mary Brown

Executive Assistant

(315)425-6379

mary.brown@equitable.com

Matthew DiNiro

Registered Assistant

315-362-6829

matt.diniro@equitable.com

Matthew Hesse

Associate

(315)425-6319

matthew.hesse@equitable.com

Matthew R.J. Payne, AIF®

Associate

(315) 362-6820

(315)559-5268

(315) 362-6820

mpayne@cypressfc.com

Michael Ferlenda, CRES®

Associate

(315)425-6370

michael.ferlenda@equitable.com

Michael Leone

Partner

(315)425-6356

michael.leone@equitable.com

Michael J. Fasulo Jr.

Partner

(315)425-6383

michael.fasulo@equitable.com

Michaela Covert

Associate

(585)475-8422

(585)292-1569

mcovert@cypressfc.com

R. Andrew Hagen, CFP®, AIF®

Managing Partner

(315)425-6344

andrew.hagen@equitable.com

Stefan Muoio

Associate

(585)475-8461

smuoio@cypressfc.com

Stephen Ashe, ChFC®

Managing Partner

(585)475-8480

(585)292-1569

sashe@cypressfc.com

Vincent L. Beals

Partner

(315)425-6349

vbeals@cypressfc.com

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

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