Our Team

In 1980, Fred began his career in Financial Consulting. Since then, he has held several leadership and management roles within the company. Fred is responsible for hiring and training many of the top-level managers and associates within the company. He is a nationally recognized and awarded leader that has transitioned that success into working with his personal clients.

In 2001, Fred created Cypress Financial Consultants to bring a team of advisors and staff together to better serve their clients. He has been able to build the organization to become a member of the Paramount Planning Group, a division of Equitable Advisors that recognizes the top 5% of all Equitable Advisors financial professionals across the country. He is also a member of the Equitable Advisors Elite Producer Group. Fred specializes in working with small business owners, the self-employed, and professionals. He sincerely enjoys helping solve issues that his clients face when making decisions around investments, insurance, the challenges business owners face, and estate planning strategies. Fred entered the company Hall of Fame in 1991 and is a Golden Life Award Recipient. He was recognized as a National Honor Associate by his peers, which epitomizes the Equitable standard of professional achievement. His work has been published in several industry articles and books. Fred resides in Webster, NY (and parts of Florida in the winter).

He’s the proud father of two sons, Josh and Jake, that share his passion for the New York Mets and NY Giants. You can find Fred at Midvale Country Club (where he is a past President), Naples FL, and many other courses golfing with his friends and enjoying life. A crowning jewel in his illustrious career has been the addition of his son Josh who joined the Cypress Team and is a true partner. In addition, his “nieces” Gabby and Gillian are proud members, creating a true family affair.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I grew up on Long Island and attended Syracuse University. After graduation in 2002, I decided to make Upstate New York my home and became an advisor after graduation. I currently live in Manlius with my wife Lauren and Daughter Alyssa. The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide them through the process utilizing the knowledge and resources that I have. Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.

"Why did I become an advisor?" It was a great opportunity to help others achieve their dreams.

"Why did I join Cypress?" The opportunity for our firm to help more people in Upstate New York and throughout the country through idea sharing, collaboration and teamwork.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

California Insurance License #: 4119176

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Steve graduated from Cortland State University in 1994 with a Bachelor of Science degree in Business Administration and a Minor in Computer Applications. Steve has been actively working in the business community for 18 years. He started his career consulting for small businesses and start up business owners on their internal operating structures. As his consulting career continued to expand he narrowed his concentration and began to deal more directly with company benefits. In 2000, Steve became an advisor in the Rochester Branch and then Cypress Financial Consultants, LLC upon formation where his primary focus is dealing with closely held corporations and their benefits. Steve’s consultative approach and Cypress Financial Consultants, LLC’s vast network of resources allows him to discover strategies to each unique business situation he encounters. Steve enjoys skiing, golfing, hunting, fishing. Born and raised in Upstate New York, he moved to Rochester in 1999. Together with his wife Amy and their two children Emily and Kyle, Steve resides in Fairport, New York.

"Why did I become an advisor?" I went to college with a strong interest in the financial world. It has always fascinated me how the ability to manage economic affairs could have such a profound effect on a person’s life and future. As I pursued my career, I've had the added benefit of building solid relationships with clients, allowing me the opportunity to be a part of the milestones in their lives.

"Why did I join Cypress?" I wanted to be part of a team to accomplish my goals. I was lucky to have started my career at the same time that Cypress was being formed and started working on the team from its inception.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Originally from Western New York, I graduated from Le Moyne College in Syracuse, NY in 1993 with a Bachelor of Science in Business Administration. I became an advisor shortly after college and have continued with the same firm for over 20 years. Today my family and I reside in Skaneateles, NY. In 2020 I made a move to establish my own office close to home and often walk to work.

"Why did I become an advisor?" As a kid I wanted to be a stock broker “when I grew up”. I later realized how important a well-rounded financial plan is to becoming truly successful. Today I only work with families who want to secure their future by creating a financial plan and aligning appropriate investment and risk management strategies. My clients typically have a net worth of $1M or higher and we manage their entire portfolio.

"Why did I join Cypress?" Being part of a team is a vital part of a successful financial planning practice. The financial world is complex and working with other successful advisors helps bring the best thinking to help clients with their unique situations.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Kevin began his career in the Financial Services industry in 1987. He started out with The MONY Group. Kevin joined Cypress Financial Consultants team which has brought together financial professionals and staff who each bring a sounding board for different points of view on various financial affairs. Cypress Financial can turn a client’s strategy into action and they can choose financial tools from various companies within the Equitable Advisors expansive network.

"What did I join Cypress?" As a financial professional for 33 years, Kevin can work with his team of financial professionals within Cypress Financial Consultants to bring more well-rounded financial needs, analysis and guidance with tools available, he can take a deep dive into a client’s finances and generate a very detailed analysis of one’s overall personal finance picture and future trajectory as an added value for his clients. Kevin brings knowledge in the financial services industry, offering a broad range of options to address client needs for asset accumulation, retirement planning, education funding, wealth preservation, income and family protection, and business services. With his experience and background, he can offer direction for both personal and business planning needs as clients will receive professional and personalized guidance to fit their unique lifestyle. In 2019, he brought his son, Matthew, and nephew, Phillip, onto his team, opening up new opportunities to grow the business. His daughter, Mallory, and Laura Paulson round out his experienced office staff.

Kevin resides in Greece, NY with his wife, Cindy, and is a father to four grown children, two sons and two daughters. He’s also a proud grandfather of three. When not at work, you will always find him spending time with his family and rooting for Syracuse basketball or the Buffalo Bills.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

California Insurance License #: 0C47953

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I am originally from the Syracuse area, after spending my first few collegiate years attending Hartwick College in Oneonta NY, I transferred and graduated from Syracuse University in 2003 with a bachelor’s degree and a concentration in Finance. I became an advisor shortly after college and have continued with the same firm for over 14 years. I currently reside in Camillus, NY with my wife Marcey and three children, Maria, Michael, and Anthony. With any free time, I enjoy the outdoors. Hunting and fishing are a few of my favorites, but just being out there is therapeutic.

"Why did I became an advisor?" From my earlier years in college I wanted to be a Financial Advisor. Back then my perception of the career was that I would be working with stocks, bonds and mutual funds. I quickly realized to be successful in this career a more holistic approach must be taken. The focus on one’s investments is important. However, risk management and having a financial plan in place arguably takes presentence.

"Why did I join Cypress?" Being part of this team allows us all to benefit from idea sharing and tapping into each other’s expertise. This allows me to confidently provide the best service and advice to my clients.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I have been an advisor since 2003. Providing personalized service to every client is a cornerstone to my business practice and I am dedicated to building focused plans for the specific needs of each client. I strive to help everyone prioritize their financial goals and meet them by teaching the importance of measuring debts, managing budgets and investing sensibly. For the past 18 years, I have built long-lasting relationships that drive me to continue the work I do every day.

"Why did I become an advisor?" I became an advisor because I saw that there was a need to teach and guide others through their financial journey.

"Why did I join Cypress?" I joined Cypress to be part of a team of professionals, each with their own unique set of specialties, that when partnered with my own could provide my clients with a broader base of financial resources.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

California Insurance License #: 4206488

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Matt graduated from San Diego State University in 2014 with a Bachelor of Science degree in Business Administration: Finance. Matt has been working in the Financial Services industry since 2014. He spent the first 5 years of his career at JPMorgan in the Greater New York City area as a banker and then a Private Client Investment Advisor. Matt joined Equitable Advisors in New York City and then Cypress Financial Consultants where his primary focus is working with individuals and families to reach and protect their investment and retirement goals. Matt’s consultative sales approach and Cypress Financial Consultants, LLC’s vast network of resources allows Matt to discover strategies to each unique situation he encounters.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I have been in the finance industry since 2019. Prior to this I spent 6 years with Paychex Inc as a health insurance consultant.

"Why did I became an advisor?" I became a Financial Advisor because I genuinely love to help coach individuals, families, and business owners by properly planning for life events and circumstances. I find passion in helping my clients through a customized and individually tailored retirement strategy process. My work is centralized on helping individuals, businesses, and business owners with the goal of educating and giving piece of mind by properly designing a financial roadmap for the future.

"Why did I join Cypress?" By joining Cypress I am fortunate enough to work with a team of financial professionals and diligent individuals. With a fluid and constantly changing marketplace, my team and I strive to challenge the status quo, adopt a responsible mentality and focus on long-term relationships with our clients, properly and honestly guiding them through the retirement planning process.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

"Why did I become an advisor?" Josh found his place in financial planning to utilize his natural skills and to provide people with assistance preparing for their financial goals.

"Why did I join Cypress?" Josh decided to join Cypress Financial Consultants to help people navigate their lives with greater peace of mind. He recognizes that it’s not just money he’s helping people with, but their goals and dreams. Using an empathic approach, Josh is dedicated to finding cutting edge strategies available to help his clients out.

Josh has a love for classic rock music. His favorite groups include the Beatles, Led Zeppelin and Bruce Springsteen. He’s a big NY Giants and NY Mets fan and has enjoyed several games live with his father, Fred Cyprys. Josh is currently engaged to his long-time girlfriend, Kayla Smith, an animal lover currently studying for her Vet Tech degree. Josh has the privilege of working closely with his father, Fred Cyprys, who has provided the community with over 40 years of financial planning services using an empathic approach, one that Josh works hard to emulate.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

"Why did I become a Financial Professional?" I joined financial industry in 2012, although I would say I've been a part of this industry for much longer. My Dad has worked in the industry for over 30 years. After graduating college and moving back to upstate NY he convinced me to come join his team of financial professionals in Syracuse. It wasn’t a hard decision as I have always admired the work he has done through the years, helping people to identify their financial goals and protecting their families along the way. I initially started to work quite a bit within the NYS public school system. Here I helped faculty and staff to start their retirement savings while also putting an important focus on protecting their NYS retirement plans through life insurance. I grew my business through referrals from this network of wonderful teachers and staff and am so appreciative for that. As the years have passed, I have begun to branch off into focusing on helping individuals and families. I help them to establish and implement a financial strategies to help them to grow retirement savings, college savings, and investments, all while protecting their children and households through life insurance. It has been a rewarding career thus far. One that has allowed me to also grow my family over the last ten years. I look forward to growing further now that I have joined the Cypress team.

"Why did I join Cypress?" I decided to join Cypress to better serve my existing and future clients. Although I have learned and gained a lot of knowledge over the past ten years, having a highly respected team who has been working for 20 plus years in the business is very reassuring. My sister and business partner has been a part of this group for (3) years. I have been able to see firsthand how helpful it has been for her to have a team behind her. It gives me the confidence that I will be able to help my clients no matter what their situation or needs may be. I look forward to working with this group and growing my business further to help many more individuals, families, and small businesses address their financial and protection goals.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Growing up in Skaneateles, NY, I ventured away from home and graduated from Boston University in Boston, MA in 2020 with a Bachelor of Arts in Economics. Shortly after graduation, I became an advisor with Equitable here in Syracuse. During the summer of 2020, I was drafted into the Premier Lacrosse League to continue my athletic career. I am in my second year as a professional lacrosse player and enjoy spending the weekends in the summer with my teammates and coaches from all across the United States.

“Why did I become an advisor?” Throughout my childhood, lessons of being financially responsible occurred often. These lessons became heightened as I entered college and became independent. From these experiences, I realized the importance of a stable financial plan in place is for success. Today I help families develop a financial plan, incorporating investments and strategies to achieve financial success.

“Why did I join Cypress?” As a former college athlete and current professional athlete, being on a team has always been important. Joining Cypress has allowed me to continue working in a team environment that stresses collaboration and relationship development. Working with other financial professionals in Cypress provides me with the ability to present the best financial plan for families with the utmost confidence.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I graduated from the University of Tampa in 2020 with a Bachelor of Science degree in Finance. I played lacrosse at Tampa, which allowed me to continue to be competitive after my high school career. I played lacrosse and football in high school, I also enjoy fishing, golfing, and skiing. I decided to move back to my hometown in Rochester, NY for the opportunity to work with Stephen Ashe. I am fortunate to be given the opportunity to begin my career under such great leadership and mentorship.

"Why did I became a financial professional?" I became an financial professional to help individuals, families, and businesses prepare for the future to identify their financial goals. I truly enjoy building strong relationships with individuals which allows me to be apart of their future and help build a financial roadmap with personal customized strategies. The ability to have such an impact on people’s future and always being a resource for them allow me to thoroughly enjoy the services I provide.

Why did you join Cypress?" Joining Cypress allows me to have the opportunity to better serve my current and future clients with the experience and expertise behind the Cypress team. I am excited and humbled for the opportunity to provide my clients with the resources of such well-respected professionals of the Cypress team.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Four consecutive generations of the Hesse family before myself bypassed college and worked as Corrections Officers at Auburn Correctional Facility. The mindset was simple, 'work hard and provide for your family'. However, I had my eyes set on changing the standard that was instilled in my lineage for many years. Growing up in Auburn, NY, I ventured off to attend Siena College in Albany, NY where I graduated with a Bachelor of Arts degree in Finance. In my junior year at Siena, I was given the opportunity to work as an intern with Equitable Advisors in the Albany office. Two years later, I accepted a position with Equitable Advisors as a Financial Advisor. Aside from working, I enjoy a very active lifestyle, which includes skiing, ice hockey, traveling, and weightlifting.

"Why did I become an advisor?" From a young age, I was taught a multitude of qualities that I continue to pertain to this day, but two stand out. First and foremost, to be a reliable person. One who is willing to drop whatever task is at hand to assist others. The latter of the two: the importance of being fiscally responsible. After the completion of my internship at Equitable, I came to the realization that I can embody a career revolving around two characteristics that I am most passionate about.

"Why did I join Cypress?" One night I approached Michael Leone and asked if he was searching for an intern. Michael appreciated my courage and ability to approach others. In the following months, he gave me the opportunity, which eventually led me to Cypress. As a member of Cypress Financial, I am able to enhance the resources which are at my disposal. The ability to join the team has not only given me the capacity to collaborate with likeminded individuals, it also gives families the ultimate confidence that they will be provided with a well-rounded financial plan for years to come. Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I was born and raised in Auburn, NY and started my college career at Monroe Community College. After some time, I then transferred to West Virginia University where I graduated in 2011 with a B.S. in Business Administration in Finance. Shortly after graduating, I started working at Equitable Advisors, in the Syracuse Branch. I recently moved my practice to Auburn and joined Cypress Financial Consultants. My wife Stephanie and I have a Golden Retriever name, Sullivan, and we are expecting our first human child in 2022.

"Why did I became a financial professional?" It’s important for me to make a difference individuals’ lives, which is why after discussing this opportunity with established advisors I knew I wanted to be a part of this business. I enjoy helping individuals, families, and businesses create plans to both grow and protect their financial future. I enjoy my time with clients and each day is unique which makes for an exciting career!

"Why did you join Cypress?" By joining Cypress, I will be able to better serve my clients and expand my practice to care for those in the Auburn community. My practice will be enriched by running different ideas and thoughts by other professionals on our team.

Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN) Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Joseph A. DiMora, CLU, is a graduate of the State University College at Oswego. In 1984 after several years with a lobbyist firm at the State Capital in Albany, Joe decided to relocate back to CNY and began his career as a Financial Professional. In his first two years, Joe produced at the Million Dollar Round Table Level. Joe entered the management training program in 1986 and in 1988 was promoted to District Manager/VP. The District went on to receive the District Leadership Award six times. In 1993 and 1994, Joe’s district was the #1 team in the country, setting new company records. In 1995, Joe was appointed Executive Vice President to the Syracuse branch office managing approximately 70 advisors throughout the Syracuse, Utica, and NY Southern Tier. His role is focused on growth initiatives related to recruiting, development, retention, and the productivity of the new and experienced financial professionals. Now with 36 years of financial, estate, and insurance planning experience, Joe continues to manage a successful financial services practice.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

I have been working as Kevin Sheehan's assistant since May 2017 when I moved back to my home state of New York after living in Myrtle Beach, SC for the past 20 years. During my time at the beach I worked my way up through the hospitality industry with my last position as General Manager and running large resort properties. While I was working fulltime, I put myself through college and was able to achieve my Master’s in Business Administration from Liberty University. I have enjoyed learning from Kevin and my coworkers about the financial industry and being able to speak to clients in a completely different environment. In my free time I enjoy spending weekends at camp and living life to its fullest.

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Laura Paulson offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

I started working with my father, Kevin Sheehan, as his assistant in July 2009. After graduating high school, I studied business at Monroe Community College. For the last 12 years I had the opportunity to work side by side with my father and have been able to support him through his accomplishments. Personally, I have had a very exciting past two years. I was able to purchase my first home and was all prepared to have a beautiful fall wedding until Covid decided to change my plans. I have a five-year-old daughter named Kennedy and I love being a Mom.

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Mallory Sheehan offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Kristine Long offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Administrative Assistant to Alex Henn, Vinnie Beals, Andrew Hagen, Mike Fasulo and Mike Leone.

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Lucia Procaccio offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Administrative Assistant to Alex Henn, Andrew Hagen, Vinnie Beals, Mike Fasulo and Mike Leone.

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Mary Brown offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.