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Kim Charron

Client Relationship Manager

Why I Go To Work Everyday?

I go to work every day because I enjoy having the opportunity to interact with my team and our clients.  I take pride in delivering the highest level of customer service to our clients. It puts a smile on my face knowing that simply taking the time to listen can make someone’s life just a little easier. I like that no two days are the same, and I value the chance to learn and grow each day.

How Did I Get Here?

Right after High School, I began my career in the retirement department of a local bank.  While working full-time, I earned a degree in Business from Baker College.  After 10 years at the bank, I transitioned to working with an individual financial advisor, where I spent the next 20 years gaining valuable experience.  When the advisor sold his business, I joined the HUB/CSI team, where I continue to build on my passion for helping clients.

Why I Care About This Industry?

I care about this industry because financial wellbeing is essential for everyone. I like knowing that what we do helps our clients build confidence in how they feel about their financial future.

Who I Really Am . . .

I’ve lived in St. Clair, Michigan since the age of 4.  I love traveling whether it’s to Ireland, London, Scotland, Wales, or simply taking road trips from state to state.  In my down time, I enjoy the peacefulness of fishing at the cottage while watching freighters pass along the St. Clair River, as well as cheering on the Detroit Red Wings whenever I can.

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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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