top of page

About CSi Advisory Services 

a division of HUB Retirement & Private Wealth
CSi Team Picture 2022_indoor.JPG

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

Kelli Davis

Vice President of Retirement Plan Consulting

Erinn Edited Headshot.png

Erinn Metzger

Relationship Manager

Bri Ikerd Headshot 2021.jpg

Bri Ikerd

Retirement Plan Education Consultant Manager & Wealth Advisor

MW Headshot 2021.jpg

Maeve Wangler

Marketing & Client Relations Professional

Kyle Brown Headshot.png

Kyle Brown

Relationship Consultant

Luke Dunham Headshot.png

Luke Dunham

Financial Client Service Professional

Joe Nierman

Retirement Plan Specialist / Wealth Manager

Grant Buntin

Retirement Plan Education Consultant & Wealth Advisor

Kimberly Wakeman

Client Relations Professional

Pat McNamara Headshot.jpg

Pat McNamara

Relationship Manager

Cosmo Gould.jpg

Cosmo Gould

Chief Compliance Officer

bottom of page