Our Associates

• 

  Dominick Ruiz,
  CRPC®, BFA™

  Partner - Wealth Advisor

  Phone Number (408) 469-8322

  Email info@Cypresspw.com

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• 

  Brad Marshall, AIF®, CDFA®

  Partner - Wealth Advisor

  Phone Number 408-395-1510

  Email Info@Cypresspw.com

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• 

  Patrick Bennett

  Partner - Wealth Advisor

  Phone Number (408) 520-1901

  Email info@Cypresspw.com

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• 

  Sean Woods CLTC® **

  Risk Management Specialist. Exclusive Insurance

  Email Info@Cypresspw.com

  Website

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• 

  Robert "Bobby" Albert

  Director of Operatoins

  Phone Number 385-237-4796

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• 

  Alessandro Chesser **

  Estate Planning Specialist - Get Dynasty

  Email info@Cypresspw.com

  Website

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• 

  Matthew Medlock

  Senior Wealth Advisor

  Phone Number 916-276-6498

  Email info@Cypresspw.com

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• 

  Kelcie Weller

  Client Experience Facilitator

  Phone Number 626-710-3130

  Email kweller@wisdirect.com

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