About CSi Advisory Services 

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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.

 

Our Professional Team

Kristi Baker

Managing Partner

Erinn Metzger

Relationship Manager

Bri Ikerd

Employee Engagement Coordinator

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Maeve Wangler

Marketing & Client Relations Professional

Becca Walker

Relationship Consultant

Rebecca Wright

Marketing Intern

Kelli Davis

Vice President of Retirement Plan Consulting

Joe Nierman

Retirement Plan Specialist / Wealth Manager

Kimberly Wakeman

Client Relations Professional

Grant Buntin

Client Relations Professional

Zack O'Connor

Consulting Intern

Cosmo Gould

Chief Compliance Officer