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Hannah Telford
QPFC

Relationship Consultant

Why I Go To Work Everyday?

I go to work every day to help our clients feel supported and educated about their company's retirement plan. A well-tailored, personalized plan can have a lasting impact on employee's livelihood and wellbeing. I love partnering with others to bring this to life in a meaningful way.

How Did I Get Here?

I graduated from the University at Buffalo with a degree in Business Administration and joined a retirement plan recordkeeper after school. This provided me with industry knowledge and exposed me to the impact that qualified retirement plans have on employers and employees. Joining HUB-CSi Advisory Services allows me to make a purposeful impact on plan sponsors and participants within our community.

Why I Care About This Industry?

I care about this industry because it applies to everyone. It has a lasting impact not only financially, but emotionally and generationally. I feel passionate about helping others understand the benefit of starting their retirement journey today.

Who I Really Am . . .

I grew up in Fort Wayne, IN and was a Division I swimmer for the University at Buffalo. I served as a two-year team captain and learned valuable lessons from my coaches and teammates on work ethic and accountability. Now, my husband and I live in Westfield with our cat, Lucy. In my spare time, I prefer to be by any body of water (preferably the beach) and enjoy cheering on my favorite sports teams (Colts, Bills, Pacers and of course, the Buffalo Bulls).

Hannah and Dylan - website picture_edite

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900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, MO, GA, CA, TN, SC, TX, AZ, MA, MI, NY.

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