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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

Kelli Davis

VP of Retirement Plan Consulting

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Pat McNamara

Relationship Manager

Kimberly Wakeman

Client Relations Professional

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Roger Conrad

Operations Manager


Kyle Brown

Relationship Consultant

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Luke Dunham

Financial Client Service Professional

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Erinn Metzger

Relationship Manager


Marketing & Client Relations Professional

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David Nichols

Retirement Plan Administrative Specialist


Grant Buntin

Education Consultant & Wealth Advisor

Bri Ikerd

Education Consultant Mgr. & Wealth Advisor

Joe Nierman

Retirement Plan Specialist/Wealth Mgr.

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Mitchell Parker

Retirement Plan Administrative Specialist

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