Christine Sivak is a Partner with Cedar Brook Group. Ms. Sivak has over 25 years of experience providing investment advisory, fiduciary and consulting services to employers and developing financial wellness campaigns for employees. She actively manages 401(k), 403(b) and retirement plans for small to mid-sized employers who are concerned that their employees aren’t properly preparing for retirement and who seek assistance fulfilling their fiduciary duties. She specializes in implementing creative solutions to accomplish each employer’s employee recognition and retention goals. She also provides financial and retirement planning advice to individuals. She is a Registered Representative with Securities America, Inc. and an Investment Advisor Representative with Securities America Advisors, Inc. She is licensed in Life, Health, and Annuities in Ohio.
Prior to joining Cedar Brook, Ms. Sivak served clients at other financial institutions and accounting firms in Cleveland. Throughout her career she has provided retirement plan compliance and consulting services, investment analysis, and participant education, as well as plan benchmarking and vendor searches.
With due diligence experience associated with audits and mergers/acquisitions, Ms. Sivak is sensitive to an organization’s desire to reduce expenses and liability, and improve operating efficiencies.
Ms. Sivak is a versatile public speaker and a periodic contributor to several national and local publications including Crain’s Cleveland Business, NonProfit World magazine and The Non Profit Times.
In support of her community, Ms. Sivak volunteers at Lake Metroparks and Riverside Schools. Ms. Sivak and her husband, Jim, have two children and reside in Concord Township.