James Housler, AWMA®
Founder & President
James spent the first 10 years of his career providing financial advice to affluent families at some of the largest banks in the world including J.P. Morgan Private Bank. But having grown up in Kalamazoo Michigan in an entrepreneurial family with several privately held businesses, he desired to take a similar path and eventually entered the private sector. He spent the next seven years building and successfully exiting two of the larger advisory firms in the area. With close to 20 years of experience in a variety of financial service settings combined with his familial understanding of what closely held entrepreneurial families and executives need, he saw a unique opportunity to bring offerings that the marketplace was missing. With this specialized vision in mind, he collaborated with some of the strongest family offices and investment managers in the world, to launch Cypress Capital Wealth Management. The firms customized, service centric approach brings the highest level of investment offerings to our clients helping them achieve their financial goals for generations to come.
In his off time, James enjoys golf, skiing and traveling with friends and family. He lives in Ann Arbor, Michigan with his wife, Elizabeth, his daughters Olivia, Alexandria and Georgia, and their two Bernese Mountain dogs, Palmer and Hogan. James is passionate about supporting CS Mott Children’s Hospital, the American Cancer Society, and Youth on Course where he sits on the Board of Directors.
With close to 20 years of market experience Nick spent the first half of his career as a member of the Chicago Mercantile and Chicago Board of Options Exchanges helping build Cygnus Atratus into one of the largest independent trading operations in the world. In 2011 Nick became a partner at DSM Trading, a registered broker dealer. While there he learned the intricacies of growing a firm organically and profitably with a focus on portfolio risk management. Nick consults with Cypress Capital to bring institutional risk management strategies to our team.
In his off time, Nick enjoys golf and growing his library of nonfiction hardcover books. He lives in Hinsdale, Illinois with his wife, Jeannie, their son Austin, identical twin daughters Lauren and Shannon, and their dog Spady. Nick is passionate about supporting the Dupage Youth Travel Basketball League and Hinsdale Little League with his time and energy where he coaches and mentors young men and women.
Retirement Plan Services
Over the past 16 years Mike has worked with over 400 retirement plan clients ranging from startup companies to fortune 500 companies to professional sports teams. Mike’s leadership provides Cypress Capital the ability to help our clients’ businesses improve efficiencies, including delivering solutions for their employees.
In his time off, Mike enjoys golf, college football and traveling with his family. Mike and his family are strong supporters of Best Buddies International and the American Cancer Society. Born and raised in Ann Arbor, Mike now lives in Plymouth with his wife, Stephanie and their four children, Drew, Elliot, Quinn & Maxwell.
Joey is a recent Michigan State grad who majored in Finance and minored in Entrepreneurship and Innovation. While attending, he was selected as an Analyst for the Michigan State Student Venture Capital Fund, a fund partnered with Red Cedar Ventures, which reviews business propositions, growth forecasts, monetization plans, and investment needs from Michigan-based student-, faculty-, and alumni-led startups. In this role, Joey conducted market and competitor analyses, prepared, and reviewed financial projections, performed company valuations, and evaluated potential exit strategies for privately owned firms. Cypress Capital values having Joey on the team, where he assists in projects requiring creative processing, problem solving, and sharp analytical skills.
Addie recently graduated honors from Michigan State University with a degree in Psychology with a minor in Leadership of Organizations. During her time there, she was committed to excel both inside and outside of the classroom. She was awarded the Board of Trustees award for earning a 4.0 overall GPA. Addie has experience in Industrial/Organizational Psychology
academic research, studying organizational behavior, personnel attitudes, and job performance. She also has experience in Human Resources, working in Talent Development for a non-profit organization. She is passionate about helping people reach their goals and potential through improving corporate culture and is an strong asset to the Cypress Capital team.
Outside of work, Addie likes to read, hike, travel, and attend Michigan State University sporting events.