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The Cypress Compass

Navigating your financial future can be time consuming – but it doesn’t have to be. Check out The Cypress Compass publication, produced by our team of industry thought leaders. This quarterly publication brings you important topics all-in-one place. Here you’ll find financial market trends to keep you informed.

Click below to subscribe and receive The Cypress Compass directly to your inbox when it is released.
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Hurricane Prep List 2025

Preparing for hurricane season goes beyond stocking up on water and batteries. It’s also about protecting your financial well-being. From securing important documents to reviewing your insurance coverage and ensuring access to emergency funds, every step plays a role in keeping you prepared and resilient.

We’ve put together a straightforward disaster preparedness checklist to help you feel confident before a storm is even on the radar. It’s designed to give you peace of mind, knowing you’ve covered not just the basics, but the financial essentials too.

Download your copy and stay prepared for whatever this season brings: Hurricane Checklist

Introduction to Trusts

Click HERE for your Introduction to Trusts today!

Client Spotlight : James Family Dentistry

Client Spotlight: James Family Dentistry

Rooted in Community, Growing with Cypress

After meeting while practicing in Boulder, CO and spending several years in the Pacific Northwest, Dr. Kevin James and his wife, Dr. Ciara Bone James, made the decision to return to South Florida to start their family and establish a dental practice grounded in compassion and clinical excellence. What followed was more than a career move—it was the start of something deeply personal and impactful.

Fifteen years later, James Family Dentistry has become a cornerstone in Royal Palm Beach. With a 4.9-star rating online, their reputation speaks volumes—not only about the quality of care they deliver but about the trust they’ve built with patients across generations.

Focusing on restorative care including placing and restoring dental implants, Dr. James understands the importance of precision, trust, and consistency—qualities he also values in his banking partner. That’s why his relationship with the team at Cypress—particularly Kym and Karen—has been so meaningful.

“We appreciate small local banks that actually feel local. If there’s ever a problem, I know I can call and reach someone right away. The concierge-level service Cypress provides is hard to find in any industry. They give us access and support exactly when we need it.”

From the moment they connected with Cypress, Dr. James recognized a difference. After years of working with larger institutions, the personalized approach and genuine responsiveness from the Cypress team stood out. It wasn’t about starting from scratch—it was about finding the right fit.

Whether it’s picking up the phone without delay or providing thoughtful, concierge-level support, our team is proud to stand alongside James Family Dentistry as a trusted financial partner in their continued success and service to the Royal Palm Beach community.

 

Meet James Family Dentistry’s Personal Banker!

Kym Marks

Relationship Manager, Vice President

561-296-6296 (Direct)

 

Client Spotlight : Performance Electrical Contracting Inc.

Client Spotlight: Performance Electrical Contracting, Inc.
Wired for Excellence, Built on Grit
Performance Electrical Contracting, Inc. (PEC) is a premier contracting firm at the forefront of the construction industry, specializing in a wide range of electrical services for commercial, multifamily, and residential properties. Headquartered in Jacksonville, PEC has earned a reputation for integrity, reliability, and high standards, delivering results with a hands-on, people-first approach.
PEC was founded over a decade ago by Mark Asselin and Donnie Mobley. After gaining valuable experience working under other contractors, they saw an opportunity to create something different—something lasting. Starting with small service jobs, they steadily grew the business into one that now handles large-scale multifamily, residential, and commercial projects across the region.
Mark brings over 30 years of experience to the table, fueled by a passion for the trades, a love for music, and a firm belief in the power of hard work. From bidding one $86,000 job solo in PEC’s early days to leading a team of 22 employees today, he’s lived out the core values that still drive the company: stay humble, invest in your people, and never stop learning.
Why Cypress
“Banking with Cypress feels different. We’re not just a number. The responsiveness, the tools, and the people—especially Ellen—made a huge difference. From helping us secure credit to answering questions quickly, we finally feel like we have a team that moves at our speed.”
— Mark Asselin, Co-Founder, Performance Electrical Contracting, Inc.

Client Spotlight : Daybreak Foliage

Client Spotlight: Daybreak Foliage

Bringing Spaces to Life, One Plant at a Time

Erica, founder of Daybreak Foliage, has built what Cypress describes as the “quintessential small business”—a full-service interior scape company that brings greenery and design to residential homes and small businesses throughout the community. What started with routine plant maintenance and troubleshooting has grown into a thriving operation offering design services, custom installations, and expanded offerings for cafes, restaurants, and office spaces.

In the past year alone, Erica has transformed their business, tackling new projects with bold creativity and deep horticultural knowledge. Erica’s background with hands-on experience managing greenhouses and studying horticulture has helped them become a go-to resource for clients seeking to create healthy, beautiful environments. Whether it’s potted plants in a cozy coffee shop or designing full foliage plans for commercial interiors, Erica thrives in their mission to connect people with plants and educate the community about their benefits.

“Plants make us happy. They help us feel more connected,” Erica says. “And I love being out in the community helping people bring that feeling to life.”

At the heart of Daybreak Foliage is Erica’s passion for people and their commitment to making every project personal. That’s one of the reasons they choose to bank with Cypress.

“What I love about Cypress is how personal it feels,” Erica shares. “They know my name. They understand the goals I have for my business. And when I call, whether it’s a small question or a big financial decision, I know someone will pick up and truly help. That kind of relationship is rare.”

From growing their business to growing community gardens and food forests, Erica sees Daybreak Foliage as more than just a company; it’s a way to plant roots and help others thrive.

To connect with Erica, visit their Instagram page and send a message – CLICK HERE!