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Katie Reiter

Client Relations Professional

Why I Go To Work Everyday?

I love coming in to work each day and learning something new.  Expanding my knowledge in order to face new challenges head on helps me in developing and maintaining useful skills to CSi and to our clients.  Continuously enhancing my skillset provides me with a sense of accomplishment at the end of each day. 

How Did I Get Here?

I was in the veterinary field for 10 years when I realized I needed a change.  I have always enjoyed cultivating long lasting relationships with clients and establishing a level of familiarity and trust with the people I work with.  When the opportunity presented itself to change my career, I welcomed it with open arms, and I am extremely excited that I started this new journey.

Why I Care About This Industry?

Preparing and securing financial wellness for today and for the future provides a sense of freedom and confidence.  In my own experience, I have found that it is incredibly important to have the capability to reach personal financial goals that lead to the sense of security that comes with financial planning.  

Who I Really Am . . .

I am a mom to two amazing kids.  I am in my senior year of college at IUPUI and will be graduating with my Bachelor’s Degree in 2020.  I enjoy spending time with my family and friends, going to games to cheer on my favorite sports teams, traveling, and gardening.  My fiancé and I are currently planning for and looking forward to our wedding that is set for the Fall of 2020. 

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 CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

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, OR, AL, MO, GA, CA, TN.