Our Team

We have assembled a team of experts in the fields of financial planning, investments, estate planning, insurance, and taxes.  Let us help demystify social security and medicare.  Get to know your partner in all things financial.

Steven Parker, CFA

CEO & Chief Investment Officer

 

Steve Parker founded Cypress Wealth Advisors.  He is responsible for the general management of the firm as well all investment decisions for clients.  In addition to leading the firm's macro-economic research, his efforts are focused on risk control, portfolio strategy and construction, individual security and fund selection.  

 

He has an extensive background in security analysis, portfolio management and risk management.  Prior to forming Cypress, he was Chief Investment Officer for a national registered investment advisor with over $500 million in assets under management.  Additionally, he was a portfolio manager and analyst for two long-short equity private investment partnerships, where he managed portfolios for high net worth individuals, family offices and institutions.

 

He earned the CFA designation in 2006 and is bound by the CFA Institute's Code of Ethics and Professional Standards.  He is a member of the CFA Institute and CFA Society of San Antonio.  

 

He has both an MBA (Finance) and BA (Economics) from the University of Texas at Austin where he studied under the Plan II Honors Program.  

John M. Eaton, CFP®, CRPS®

Senior Financial Planner

 

John has been in the financial services industry since 1994.  Before joining Cypress Wealth Advisors, he was a financial advisor with L.J. Altfest & Co., Inc. in New York City, where he managed over $250 million for high net worth clients around the world.  In addition, he served as a member of the firm’s investment committee and led the firm’s bond trading operations.  He spent six years working at TD Ameritrade in both Houston, Texas, and New York City.

 

John is a member of the Financial Planning Association (FPA) and one of only a handful of San Antonio area advisors admitted to the National Association of Personal Financial Advisors (NAPFA). NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.  He has served as an elected board member of the organization’s South Regional Board.

 

He has been quoted in several publications and has worked with both the national and local media having contributed to articles in Money magazine as well as the San Antonio Express News.  He has been selected as a Five Star Wealth Manager by readers of Texas Monthly for 2010, 2011, 2012, 2013, 2014 and 2015.

 

John earned a BA in Economics from The University of Texas at Austin.  He holds a Series 66 securities license, is a CERTIFIED FINANCIAL PLANNERTM practitioner, a Chartered Retirement Plan Specialist, and has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by fi360.

 

Allan D. Riggs, CFP®, CLU®, ChFC®, CRPCsm

Senior Financial Planning Consultant

 

Allan has been in the financial services industry for nearly 30 years. He developed and operated a successful financial planning practice over a 10-year period with CIGNA Financial Advisors and left there to join USAA.  Allan was one of five planners selected to start USAA's financial planning program in 1996.  During his time with CIGNA and USAA he obtained his Series 6, 7 and 63 securities licenses and a Group l Insurance license.  Allan was the senior of 46 planners at USAA before joining an independent Registered Investment Advisor in 2005. 

 

Allan is a member of the Financial Planning Association (FPA), nationally, and locally was the 2010 president of the San Antonio and South Texas chapter and in 2011 was Chairman of the Board of Directors.  In 2012, Allan was selected to serve on the FPA’s national Chapter Leadership Advisory Council and is currently secretary of the FPA of Texas.

 

Allan has spoken at national conferences, been interviewed on national radio and quoted in and contributed to numerous publications. The Consumer Research Council of America listed Allan in its 2005-2006 “Guide to America's Best Financial Planners” and has been selected as a Five Star Wealth Manager by readers of Texas Monthly for 2010, 2011, 2012, and 2013.

 

Allan received his BS in Education from Texas A&M University.  He is a CERTIFIED FINANCIAL PLANNERTM practitioner and also holds professional designations as a Chartered Life Underwriter® (CLU), Chartered Financial Consultant® (ChFC) and a Chartered Retirement Planning Counselorsm (CRPC).  Allan served five years in the U.S. Army as a commissioned officer, obtaining the rank of captain.

Tammy Fricke

Director of Operations

 

Tammy has been in the financial services industry since 1995 and has served as the operations director at Cypress Wealth Advisors since 2004.  She gained the majority of her experience as a financial advisor and trader while working for the investment divisions of large corporations including TD Ameritrade, Citigroup, and Frost Bank.  During this time, she obtained the Series 7, 24, 63, and 65 securities licenses as well as the Group I & IV Insurance license.  She managed over $100 million in assets for clients of Citicorp Investment Services in the 'CitiGold' division.

 

During her time with Citigroup, Tammy also served as a National Brokerage Trainer and conducted investment training programs across the country.  During this same time, she was an Adjunct Professor of Investments for San Antonio College and served several years on the San Antonio College Board of Banking and Financial Services between 1999 and 2010. 

 

Tammy graduated Cum Laude from the University of Incarnate Word in San Antonio, Texas.  She received her BBA in 1995 and was inducted into the Alpha Chi National Honor Society.  

Monica Hyatt

Administrative Manager

 

In addition to her official title of Administrative Manager, Monica is unofficially our “Vice-President of First Impressions”, a key role at Cypress Wealth Advisors.  Monica has 20 years of customer service experience.  Prior to joining Cypress she served as secretary for the Junior League of San Antonio's Bright Shawl and the Majestic Club, two of San Antonio's most prestigious city clubs.

 

Monica coordinates the office’s busy calendar which includes over 200 client appointments and events annually.  Additionally, she handles logistics and operations for several client-oriented functions throughout the year as well as manages vendor relationships. 

 

Questions or concerns?

Please call us at (210) 787-5410 or use our contact form.

Print Print | Sitemap
© Cypress Wealth Advisors