top of page
Pat McNamara Headshot.jpg

Pat McNamara

Relationship Manager

Why I Go To Work Everyday?

I enjoy having the opportunity to work in a team environment where relationships are created and we share the common goal of assisting our clients as they strive to achieve their goals and objectives for their retirement plans. It brings a lot of satisfaction to personally see how the work our team has done and the changes that the team has implemented has the potential to improve the functioning of retirement plans and the participants opportunity for achieving retirement readiness.

How Did I Get Here?

I graduated from Ferris State University in Michigan with a degree in Human Resources. For the past 25 years I have been in the financial industry working various roles. The last 13 years, I was a Relationship Manager with a national recordkeeper, where I worked with plan sponsors and advisors. I am excited to join CSi Advisory Services and have the opportunity to continue to learn and grow with the industry.

Why I Care About This Industry?

I have a passion for working with participants and helping them plan and save for retirement. The industry is always evolving and I value being able to help plan sponsors and participants navigate through these changes.

Who I Really Am . . .

My wife Michelle and I have 5 kids between us. I am a father of 3 children- Sean, Michael and Erin, and Michelle is a mother of 2 children- Lindsay and Austin. I enjoy traveling abroad, playing golf, pickle ball, cycling and volunteering at the Ken Anderson Alliance.

Pat Family Pic.jpg
HUB-CSi Advisory Services Logo-Transparent.png

900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

  • LinkedIn
  • Facebook
BrokerCheck_logo_big.png

Have a Question?

Thanks! Message sent.

Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

bottom of page