Chicago-based insurance brokerage and financial services firm HUB International Limited has acquired CSi Advisory Services LLC in Indianapolis. Financial terms of the deal were not disclosed.
Kristi Baker, CSi’s managing partner, and Kelli Davis, CSi’s vice president of retirement plan consulting, as well as CSi’s advisory services team, will join Hub Midwest East.
“Kristi, Kelli and the CSi team bring a shared vision of helping clients fulfill their dream of a successful retirement. We are proud to welcome them to Hub,” said Joe DeNoyior, president of Hub Retirement and Private Wealth.
CSi is a retirement plan consulting firm with $1.1 billion assets under management that specializes in financial coaching and wealth management.