Our Local Team

Our Local Team

 

We passionately care about our clients' financial interests and doing what is right for them, their families, and/or their organization or company. We believe that truly getting to know what is important to clients and then overalying strategic financial planning is critical to the success of any retirement, investment, and wealth management program.

We are a values-driven company and believe that a primary goal of wealth management is largely achieving financial security, and financial confidence for one's self, one's family, and, in a larger context, one's business and or community.

Our business is about educating, accessing resources, developing income solutions, evaluating tax considerations, and navigating the financial markets to provide enhanced lifetime financial outcomes . Bringing about more financially secure lives is a passion for usWe have no obligations to proprietary products.
Investment minimums for individual clients are $150,000 in investable assets, and $3,000,000 for retirement plan and corporate clients.
We also have the ability to and may work with clients by means of a retainer or hourly fee.

David Cyrs, MS, CFP®, AIF®, CRC®

Sr. Partner & President



Having designed and developed retirement plans and welfare benefit plans for many of the largest employers in the Northern Illinois region, including executive compensation, nonqualified deferred compensation, 401(k)s, he brings much insight in particular to working with physicians, business owners, executives, and retirees. Over the years, he has been passionate helping widows who have been referred to David for trusted advice and counsel.

For more than 20 years, he has been designing and consulting with major corporate retirement plans, including hospitals, and related health care companies, national manufacturing, and service companies.

David believes in giving back to his community, volunteering at his church and serving 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 6 years on the board of directors for the Rosecrance Health Network Foundation and Rosecrance Health Network.

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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 Green Bay Packers. He is married and has four adult children of whom he is most proud.

 
 

 

He holds the Certified Retirement Counselor® (CRC®) designation and has earned the trusted advisor role for discerning financial professional including CPAs, corporate controllers, and lawyers. Developing and implementing customized asset management strategies, in addition to engineered retirement portfolio/investment management solutions, with the goal of making a positive difference in others lives, have always driven David. He is knowledgeable and experienced in individual tax planning, intergenerational wealth transfer, and strategic charitable philanthropy. He obtained the Accredited Investment Fiduciary® (AIF®) designation in 2006.  

David has a BA in financial management and an MS in business, holds the CERTIFIED FINANCIAL PLANNER™ certification, and brings more than 25 years of executive-level corporate strategic financial planning, capital management, and investment experience to clients. Registered in General Securities since 1995, he founded CYRS Wealth Advisors in 2007, specializing in private, independent retirement and wealth management solutions.
 

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David Cyrs is proud to have been recognized as a Summit Club advisor for 2016—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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Based upon 10 objective eligibility and evaluation criteria including a minimum of 5 year as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of households, education and professional designations. 3,411 Chicago wealth managers were considered for the award; 726 (21 percent of candidates) were named 2016 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experience may vary. For more information visit www.fivestarprofessional.com

John P. O'Connor, CFP®, AAMS®, AIF®

Associate Wealth Manager

John is an excellent educator, his parents were educators and he truly listens to the people he works with. He understands that each individual client is unique and deserves an advisor who will truly help them accomplish their goals. As an independent advisor, he has developed a reputation for excellence in client service and has a passion for helping clients by representing their best interests. These valued clients often refer their friends and family to John.

Outside the office, he spends time with his family and has two daughters. He enjoys annual Canadian fishing trips, golfing, reading early American history (which he is particularly fond of), and attending church with his family. He is Shriner, committed to heping children and is involved multiple organizations in the local Rockford community.

John has a BA from Western Illinois University, and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He believes in developing a comprehensive Financial Plan for clients, focused around their goals and values.  He has more than a decade of experience working with individual clients, families, and their children. His expertise includes retirement income planning and asset management, guaranteed income strategies, corporate retirement plans and financial wellness, and long-term health care solutions. He is an Accredited Investment Fiduciary® (AIF®); Accredited Asset Management Specialist® (AAMS®); and is Certified in Long Term Care (CLTC). He holds FINRA Series 7 (General Securities Representative) and Series 65 (Uniform Investment Advisor Law Examination) securities registrations and is an Investment Adviser Representative (IAR) of Commonwealth Financial Network®.

 

 
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Joyce M. Willemot, RP®

Client Service Administrator

Joyce is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm. She is responsible for the quality of care that each client receives and deserves. Her great strength is the enjoyment she gets from helping clients reach their financial goals. Joyce understands the importance of financial planning, especially retirement planning and retirement accounts.

Joyce has more than 15 years of progressive customer service experience, with the last five years being in the financial services industry. Prior to joining the team, her recent experience includes navigating client services for American Funds’ clients nationwide. Since joining the firm, she has obtained the Registered ParaplannerSM (RP®) designation and is also a notary public.

Joyce makes sure that all documents, applications, and forms are properly and securely rendered in a timely manner. Working closely with clients, she ensures that your questions, requests, and possible problems are handled promptly and efficiently. She is highly skilled at researching and resolving any account questions.

Joyce is also in charge of our firm’s communications to clients—organizing financial reports, distributing all firm information, and ensuring that all important notices are sent. We pride ourselves on our strong relationships with our clients, and Joyce’s efforts are a large part of those relationships.

Outside of the office, Joyce spends time with her husband and two dogs. She enjoys reading, travel, home decor DIY projects and she is an avid Chicago Cubs fan.  

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Heidi M. Burds

Administrative Services Manager

Heidi attended Loyola University in Chicago, Illinois where she graduated with a Bachelor’s Degree in Business Administration.  She began her career in financial services nearly ten years ago, at RBC Wealth Management. Her passion for putting clients first quickly advanced her to a management role.  She was valued, most notably, for her professionalism, efficiency and attention to detail.

Heidi is highly experienced in guiding clients through the complex details of Financial Planning, Retirement Planning and Wealth Services. In addition to her customer service and administrative support, Heidi is instrumental in contributing to our Firm’s development and service goals.

Heidi holds her Series 7 and Series 66 securities through Commonwealth Financial Network®, life/health insurance and annuities licenses.  She is also a Notary Public for the state of Illinois.

Outside the office, Heidi enjoys vacationing and spending time with her family, attending several school, church, theatre and sporting events.  

 

 

 
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