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About CSi Advisory Services 

a division of HUB Retirement & Private Wealth
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Since 1971, we have experienced how planning for retirement has changed. It has transitioned from pension plans to employee funded 401(k), 403(b) and other defined contribution plans. 

Yet, one aspect remains - the dream of retirement.  We work with our clients to discover the action steps that they can take to help their employees create successful retirement plan outcomes.

the team

Our Professional Team

Kristi Baker

Managing Partner

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Kelli Davis

Executive Vice President

Kyle Brown

Relationship Consultant

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Luke Dunham

Financial Client Service Professional

Grant Buntin

Education Consultant & Wealth Advisor

Bri Ikerd

Education Consultant Manager & Wealth Advisor

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Pat McNamara

Relationship Manager

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Intern

Intern

More info coming soon

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Veronika Miller

Retirement Plan Administrator

(TPA)
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Erinn Metzger

Director of Operations & Relationship Management

Kimberly Wakeman

Operations & Relationship Manager

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David Nichols

Senior Retirement Plan Administrator

(TPA)

Joe Nierman

Retirement Plan Specialist & Wealth Manager

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WHILE OTHERS GENERALIZE, WE SPECIALIZE

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Mitchell Parker

Retirement Plan Administrator

(TPA)
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