Working with Cypress Bank & Trust has been a game changer for our organization. As the Executive Director, I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one. He brings a thoughtful, steady approach that aligns with our mission and long-term goals. We are now operating from a place of strength and that is thanks to the support and expertise of the team at Cypress.
CLIENT SPOTLIGHT
Bonnie Matz, St. Francis Manor
- Bonnie
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Bonnie Matz, St. Francis Manor
I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one.
Travis Whitfield
Cypress Bank & Trust—and especially Theo—took the time to understand my business and built a plan where my excess liquidity could be deployed to increase my profitability.
Anita Calabro, Senior Trust Officer, Senior Vice President
Ryan McCain, Barfield McCain Ayoub PA
They took the time to understand our goals, provided clear guidance on our options, and presented us with a financing package and terms that were more competitive than the other lenders we interviewed.
Critical Frequency Design
With their guidance, we’ve moved faster, hired smarter, and turned opportunities into contracts.