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Name
Kelli Davis
Title
Vice President of Retirement Plan Consulting, CSi Advisory Services
Bio
Kelli Davis is the Vice President of Retirement Plan Consulting at CSi Advisory Services. Since 2004, Kelli has been dedicated to helping individuals reach their retirement goals. She takes a great interest in what clients do with their free time to learn better ways to guide them towards achieving financial success. She believes that qualified retirement plans have become an essential part of people’s financial lives. With defined benefit pension plans becoming increasingly rare, 401(k) and 403(b) plans are necessary vehicles to allow people to save for retirement. That is why Kelli dedicates much of her to helping employers offer quality retirement plans, so their employees can save for a comfortable retirement. Kelli holds a B.S. in Economics from DePauw University. She has earned her Accredited Investment Fiduciary, AIF®, and Certified 401(k) Professional, C(k)P, designations. She is a proud wife and mom of twins living in Indianapolis.
