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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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.
Stephen R. Irby & Family
The Cypress team worked together seamlessly to provide an exemplary result throughout the arduous 30-month-long estate settlement process, always demonstrating care and consideration.
Julie Shipley, Owner of The Soup Shop
They have educated me on and facilitated the improvement of my anti-fraud behaviors, specifically by introducing me to Positive Pay. The folks at Cypress Bank & Trust have truly made a significant difference in my banking experience and business growth.
John George
After 35 years in the trust investment business, John George was ready to retire. Then came a call from a former colleague who had joined Cypress. He decided to give it a try, and never looked back. What was meant to be retirement turned into 15 years of meaningful work and confidence that his clients were in capable hands.
Thom Wolek
Chris Mazzarella, Owner of Mazzarella Automotive
Implementing Positive Pay at no extra cost was a huge relief, eliminating our risk of check fraud. One of my biggest frustrations was having to go to the bank to send wires, but now I can do it all online with just a quick callback for verification.