TODAY
TOMORROW
AND BEYOND

A wealth management firm designed around our mission – empowering our clients to live lives of meaning.

We are fiduciaries.
We are independent.
We are objective.
We take our role as your financial steward seriously. We ask ourselves, “What would we want if we were the client?” And we act accordingly. It’s that simple.

HOW WE
CAN SERVE

Investment Management

Investment Policy Statement Design

Personalized Asset Allocation

Disciplined Portfolio Rebalancing

Tax Aware Portfolio Construction

Wealth
Planning

Balance Sheet Analysis

Cash Flow Planning

Source, Coordinate & Manage Insurance

Financial Independence Analysis

Tax & Estate Planning

Additional
Services

Foundation/Donor-Advised Fund Management

Legal Document & Investment Proposal Review

Real Estate Purchase, Sale & Management

Aircraft & Vehicle Coordination

Source, Coordinate & Manage Liabilities

Personal & Enterprise Level Cash Flow Analysis

Entity/Trust Formation & Management

Vendor Screening & Oversight

Consolidated Financial & Investment Reporting

Personal/Entity Bill Pay

Tax Compliance & Filing Oversight

Personal Concierge Service

Legal, Tax & Other Professional Coordination

Multi-Generational Planning

THE CYPRESS POINT WAY
SIMPLIFYING THE CHAOS OF LIFE.™
we listen
we learn
we PLAN
we EXECUTE
to you
from you
WITH YOU
for you

Our Leadership

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Jimmy Kull JD, CFA, CFP® graduated from Washington & Lee University with a bachelor’s degree in history. Mr. Kull also received a JD from The University of Texas School of Law. Prior to founding Cypress Point, Mr. Kull served as a corporate attorney for a large international law firm as well as an advisor at a wealth management firm.

Jimmy Kull

Founder and Managing Director

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Brandon Ratzlaff, CFP® graduated from Texas Tech University with a Bachelor of Business Administration and a Master of Science in Personal Financial Planning. He also graduated from the University of Texas at Dallas with a Master of Business Administration and is currently working on a Ph.D. in Personal Financial Planning at Kansas State University. Prior to joining Cypress Point, Brandon served as an advisor at a wealth management firm.

 

Brandon Ratzlaff

Director

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Scott Boyd graduated from West Texas A&M University with a bachelor’s degree in finance. Prior to joining Cypress Point, Mr. Boyd served as a vice president at a clearing firm as well as CEO of the broker dealer at a large proprietary trading firm.

Scott Boyd

Director

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Ai Vee McAninch, CPA, graduated from University of North Texas with a Masters of Science in Audit and Financial Accounting. Prior to joining Cypress Point, Mrs. McAninch served as a director of accounting at a national health insurance company.

Ai Vee McAninch

Director

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Adrianne Sifuentes, CPA, graduated from Southern Methodist University with both a Bachelor of Business Administration and a Masters of Science in Accounting. Prior to joining Cypress Point, Mrs. Sifuentes served as a senior valuation accountant at a multi-billion dollar hedge fund.

Adrianne Sifuentes

Senior Vice President

Dallas Office

3838 Oak Lawn Avenue | Suite 1150
Dallas, Texas 75219

Austin Office

4264 Westlake Drive
Austin, Texas 78746