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Our Team

Vertti Iso-Ahola

Principal
Financial Advisor

Vertti@cypwealth.com

Chris Jones, CRPC®

Principal
Senior Investment Advisor

chris.jones@cypwealth.com

Daniel Brown

Financial Advisor

DB@cypwealth.com

Kathryn Saulsbury

Business Development Officer

Katy@cypwealth.com

Tia DubBose

Director Of Operations

Tia@cypwealth.com

Research Team

Advanced Planning Team

Copyright © 2023

Cypress Wealth Management
10500 Little Patuxent Parkway, Suite 610, Columbia, MD 21044
P 410.449.1148

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, NC, ND, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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