Kurt joined Cypress to help expand its financial planning presence and capabilities to better serve new clients. The firm’s analytical and transparent approach to financial planning attracted Kurt to Cypress. Having a well-rounded background as both a financial advisor and trader, Kurt draws on his experience to help clients develop more efficient strategies while avoiding common pitfalls along the way to achieving their unique goals. Prior to Cypress, Kurt spent nine years as a financial planning specialist with Morgan Stanley where he worked primarily with high net-worth families, helping them tailor investment portfolios to meet their long-term financial goals. It was there that Kurt o