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