Caleb Bjerk is a Lead Advisor specializing in comprehensive wealth management, with a focus on tax planning and insurance strategies. He is committed to exploring...
Jessica Callison is a Client Operations Assistant who supports both clients and the advisory team through exceptional customer service and organization. Known for her bubbly,...
Connor Bean specializes in tax planning and compliance, bringing a strong sense of accountability, analytical thinking, curiosity, and care to his role. His drive stems...
Emma Bean excels in building investment portfolios, leveraging her expertise to ensure client success in retirement. She is known for her positive outlook, resourcefulness, and...
Ian is passionate about influencing his clients’ lives by building financial plans that help them look to the future with confidence. Ian began his career...
Kristin derives great satisfaction from helping her clients navigate and resolve financial challenges that once seemed insurmountable, ultimately guiding them to the financial confidence they...
Brooke brings her independent, creative, and bold spirit to her role as the Creative Manager at Cyr Financial. She derives great satisfaction from attracting exceptional...
Andrea stands out in her field with a dedication to client success, utilizing the firm’s Comprehensive AIM Retirement System. Committed to always acting in her...
Jamie is dedicated to building personal relationships with clients, treating each one as part of the family. As the co-founder of Cyr Financial, Jamie has...
Chris dedicated the first 15 years of his career to the corporate realm, serving as Vice President and Chief Financial Officer. In 2008, the financial...
