David Cyrs, MS, CFP®, AIF®, CRC®

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.