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

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Erinn Metzger

Relationship Manager

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Bri Ikerd

Retirement Plan Education Consultant Manager & Wealth Advisor

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Maeve Wangler

Marketing & Client Relations Professional

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Kyle Brown

Relationship Consultant

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Luke Dunham

Financial Client Service Professional

Kelli Davis

Vice President of Retirement Plan Consulting

Joe Nierman

Retirement Plan Specialist / Wealth Manager

Grant Buntin

Retirement Plan Education Consultant & Wealth Advisor

Kimberly Wakeman

Client Relations Professional

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Pat McNamara

Relationship Manager

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Cosmo Gould

Chief Compliance Officer