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Kimberly Wakeman

Operations and Relationship Manager

Why I Go To Work Everyday?

I love that no two days are the same. Some days it is all about processing paperwork, but then others are focused exclusively around helping clients.  I enjoy being able to interact with clients on a regular basis and I love hearing about their families, vacations, or how their retirement is going. I also love working in an industry that forces me to continuously learn and adjust to changes in regulation or process, and then I love passing that knowledge on to others, so they may understand, as well.

How Did I Get Here?

In 2013, I started working for CSi after studying at IUPUI.  My role has evolved over the years. Through training and education, I am a resource to my team members and the many clients who contact me regularly.

Why I Care About This Industry?

I like learning how to meet my financial goals. Before joining CSi, I knew very little about the financial and investment world. I knew about student loan debt and the importance of savings.  Since being at CSi Advisory Services, I have gained a good understanding of the financial markets, making good financial decisions and the great outcomes is produces.  

Who I Really Am . . .

I am a Midwest girl from Midwest parents. Nothing is more important than family, which includes fur family members. I love watching movies (I’m a huge Marvel fan), traveling, binging Netflix series’, and playing games as a family. One of my favorite places is Michigan’s Upper Peninsula; the Keweenaw Peninsula in particular.

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