1111 South Alpine Road,
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' 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.
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 specific 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. Winner of Chicago Magazines 5 Star Professional award for 2023.
Duncan Reidner, CRC®
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 RightCapital retirement income planning, Riskalyze 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.
Ryan Evans, ChFC®, AIF®, CFP™
Ryan has been an advisor since 2004. Ryan has been able to create personalized solutions to help his clients reach their goals. He believes in the principle that every recommendation made is dependent solely on the client’s individual needs and not those of the typical Wall Street business model, where a firm sells its products to meet its sales goals.
Ryan is a Chartered Financial Consultant® (ChFC®) professional, an Accredited Investment Fiduciary® (AIF®), and a CERTIFIED FINANCIAL PLANNER™ professional. Ryan holds the FINRA Series 7 and 66 securities registrations and received his bachelor's degree from the University of Illinois Champaign Urbana. Ryan is proud to have been recognized as a *Financial Times Top 401 Retirement Advisor for 2015 and 2016. He has also been named in Chicago Magazine as a **Five Star Wealth Manager since 2013.
Prior to joining Commonwealth Financial Network, Ryan was an options trader on the floor of the Chicago Board of Options Exchange for five years. He lives in Elmhurst with his wife, Andria, and his two daughters, Abigail and Delaney. Ryan enjoys coaching his daughters' sports (except dance!), skiing, fishing, live music, and spending time with his family and friends, and he even attempts to play golf from time to time.
**2013 – 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date. 4,912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com., created by Ignites Research. Presented in Month Year for the preceding 12 months. 540 advisors were considered, 401 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2013 – 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date. 4,912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Nick is a managing partner. For more than 20 years, he has partnered with his clients as their personal CFO and has helped them gain more clarity and confidence in their financial lives. Nick believes the only way to be a true advocate for his clients is to be an independent advisor with a holistic approach. This ensures that he is only beholden to his clients, not a specific company or a product.
Nick is an Accredited Investment Fiduciary® (AIF®) designee, highlighting his commitment to putting his client’s best interests first. He has been named in Chicago Magazine as a Five Star Wealth Manager.1 Nick has been a guest speaker at the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Million Dollar Round Table (MDRT).2 He has served on the Commonwealth Financial Network Advisory Board and currently serves on the Chicago Board of Directors for the Muscular Dystrophy Association (MDA) and the Tripp Healy Foundation.
Nick lives in Roscoe Village, with his wife, Brigette, and three boys, Thomas, Connor, and Peter. He loves coaching his boys in baseball and football. Nick is an average golfer and enjoys skiing, live music, attempting yoga, and spending time with family and friends.
*2012, 2013, 2018 Five Star Wealth Manager, created by Five Star Professional. The 2018 award was presented in 10/2018 based on data gathered within 12 months preceding the issue date. 5,449 award candidates were considered 435 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of the advisor's future performance. Your experience may vary. For more information, please visit www.mdrt.org.
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.