Our Local Team

Our Local Team


We are a client value-driven and goal-based investment management firm whose mission is about improved life financial outcomes while achieving financial security for one's self and family. Ensuring more financially secure lives is a passion for us. As a private independent firm, we have particular experience working decades for medical doctors, physicians, health care workers, and business owners. Investment minimums for households are $500,000 in investable assets and $3,000,000 for retirement plans and corporate clients.

We work largely by referral only. We also have the ability to work with clients by means of a retainer or hourly fee.

David Cyrs, MS, CFP®, AIF®, CRC®

Senior Partner & President

David is passionate about positively changing people's life financial outcomes. His energy stems from making a difference in people's lives. David brings valuable experience to working with business owners, executives, medical doctors, trusts, foundations, physicians, and all people planning for or near retirement. He has developed and consulted on many of Northern Illinois's largest employers' retirement and welfare benefit plans. 

For more than 30 years, he has been executing financial planning and capital management plans. David believes in giving back to his community and does so by volunteering in various trusted community leadership positions, including years with the Rockford-area Chamber

 Leadership mentorship program, 10 years as a board member for the MILL Youth Center and Mill Foundation for disadvantaged youth, and six years on the board of directors for the Rosecrance Health Network Foundation and Rosecrance Health Network, and on the finance board of his church.

Salmon Fishing Lake Michigan


In leisure, he loves the outdoors and spending time at "the Lake in Northern Wisconsin." Fishing, boating, and golfing are favorite outdoor activities. He particularly likes reading history and is a "shareholder" of the NFL Green Bay Packers. He is most happy enjoying family outdoor activities, even an occasional basketball pickup game, family football, or skiing event.


David holds the Certified Retirement Counselor® (CRC®) designation and has earned the trusted advisor role for discerning financial professionals, including CPAs, corporate financial officers, and lawyers. Highly experienced in developing and implementing customized investment management strategies, in addition to retirement portfolios for lifetime income. Knowledgeable and experienced in individual tax planning, estate planning, intergenerational wealth transfer, and strategic charitable philanthropy. He obtained the Accredited Investment Fiduciary® (AIF®) designation in 2006. He has unique knowledge and experience in health care financial planning. David has a BA in financial management/economics and an MS in business. He holds the CERTIFIED FINANCIAL PLANNER™ certification and brings decades of executive-level corporate strategic financial planning, capital management, and investment experience to clients. Registered in General Securities since 1995, specializing in private, independent retirement, and fee-based consultative investment management solutions.

Duncan Reidner, CRC®

Financial Planning Analyst

Duncan Family

Duncan joined CYRS Wealth Advisors as a financial planning analyst. Duncan has 10 years of experience in customer service within the financial services industry. After serving in the U.S. Marine Corps and functioning in financial transaction roles, he was promoted to corporal and deployed in 11th MEU. Upon separating honorably, he pursued his bachelor’s degree from the University of Southern Illinois in finance. He then began his professional financial service journey with Edward Jones.

Having a lifelong interest in the financial services industry, he’s developed strong analytical skills related to financial planning and combines this with a unique passion for education and helping people. He earned the Certified Retirement Counselor® (CRC®) certification in 2022 through the International Foundation for Retirement Education and previously held the FINRA Series 7 and 66 registrations. He is proficient in Right Capital retirement income planning, Riaskalyze and FI360 analysis, and technical changes in the office. 

Outside of work, he loves playing strategic games, following sports, camping, fishing, and helping with the food pantry. He also participated in the School of Mines where he helped produce a prototype called Comfort Flix.

Celeste Miller

Office Administrator

Celeste has more than 18 years of experience in the financial services industry. Her broad-based experience makes her an excellent office administrator. She understands clients’ needs and has successfully supported firm operations on a consistent basis. She treats clients with a five‐star experience. She enjoys participating in self-motivated classes at a local college. Celeste was born and raised in Rockford and is a wife and mother of two. She enjoys going to the gym, spending time with her family, and walking her dog.