About CSi Advisory Services
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.
Kristi Baker
Managing Partner
Erinn Metzger
Relationship Manager
Bri Ikerd
Employee Engagement Coordinator
Kelli Davis
Vice President of Retirement Plan Consulting
Joe Nierman
Retirement Plan Specialist / Wealth Manager
Kimberly Wakeman
Client Relations Professional
Joshua Garmon
Client Relations Professional
Maeve Wangler
Marketing & Client Relations Professional
Cosmo Gould
Chief Compliance Officer
Jason Jeskey
ERISA Attorney
