Todd Sivak, CFS®, CFP®, ChFC®

Todd brings a wealth of experience to Sivak Investment Advisory Services, LLC with his distinguished career in financial services. After his graduation from UW-Madison with a BS in Economics, he moved to Atlanta and became the youngest regional manager ever for Fortis Investors. After finding he had the desire to manage his own business, he founded Sivak Financial Services, Inc., specializing in client education and asset allocation strategies. In 2000, he decided to move his family back to the Midwest and joined Integrated Financial Solutions as a managing member until April of 2009. Todd continues to persue his passion for portfolio allocation modeling* in the context of overall wealth engineering. Todd obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2002 and Certified Fund Specialist designation in 2003. An active community member, Todd serves the YMCA on the board of directors and finance committee, and also as the chairman of the board of trustees for the YMCA endowment committee. He is the chairman of the investment committee for a local scholarship foundation and is a founding member and board member of the Oconomowoc Area Foundation. He is an enthusiastic member of the Great Lakes Salmon Fishing Club. Todd and his wife, Kirsten, reside in Oconomowoc with their four children. When not at home, you'll probably find him out on Lake Michigan fishing for salmon.