 Our FirmReview Services Inc. (RSI) is a fee-only financial planning and investment management firm founded in 1981. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, are both registered investment advisors who bring 40 years of combined experience in comprehensive financial planning and investment management services to their clients.
The RSI team is committed to their clients, to one another, and to their profession. It is a commitment that we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.
As Fiduciary Advisors, we are obligated to act honestly and responsibly putting YOUR needs ahead of our own. Brokers and agents are NOT held to this same standard. Please click on the link to view a short video explaining the difference. We encourage you to share this video with your family and friends.
Partners
 Patricia A. Kiefer, CFP®Patricia’s area of concentration is financial planning with a focus on effective management of personal net worth, while incorporating taxes, insurance, and estate planning. Patricia is dedicated to the success of our clients. She monitors clients’ financial plans and helps to implement strategies to attain their financial objectives.
Pat values getting to know our clients and their unique situations. With more than 20 years of experience in providing comprehensive financial planning services, she is committed to consistently finding professional and responsive solutions to every client’s financial needs.
The most rewarding part of Pat’s responsibilities is cultivating relationships and helping clients achieve the goals they have envisioned.
Pat received her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado in 1989. She has been an active member of the Financial Planning Association of Southern Wisconsin for over 15 years.
 Tim A. Konicke, CFP®Tim is responsible for all aspects of portfolio management. He researches and selects managers and investments while constructing portfolios to match each individual client’s needs and risk tolerance.
Tim has a strong and varied background in financial services. He knows that proper research of investment opportunities requires us to constantly update our knowledge of the current economic environment and the world at large. A strong proponent of thoroughness and prudence, Tim oversees the fundamental research for our due diligence on potential investment opportunities for our clients. In addition, he takes sole responsibility for the compliance-related needs and issues of our firm.
Tim’s mission is to serve our clients and use his experience to impact the lives of the people who place their trust in us.
Tim received his CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado in 1989. He has been an active member of the Financial Planning Association of Southern Wisconsin for over 15 years.
Staff
 Becky Winzentsen, Financial Paraplanner, Office ManagerAs a Registered Paraplanner, Becky’s primary role at RSI is to assist the firm’s principals with the day-to-day tasks associated with the development and monitoring of clients’ financial plans and investment portfolios. Becky is also a Notary for the State of Wisconsin.
Her excellence in client service and strict attention to both detail and organizational effectiveness enhance RSI’s commitment to high-value advisory services and strong client relationships.
In addition to her client responsibilities, Becky supervises and assists the team in the areas of information technology, human resources, project management reporting, and office administration.
Becky strives every day to serve our clients in a manner that far exceeds their expectations and lets them know we truly care about their financial future.
 Patricia Waymel, Portfolio and Office AdministratorPat is responsible for conducting the day-to-day tasks associated with the administration of client accounts. In this role, she submits trade orders and facilitates the opening and maintenance of investment accounts.
In addition, Pat also performs a variety of administration and operational functions that are key to the success of relationships between RSI, its clients, and external business partners.
Pat takes pleasure in helping our clients. She strives to make them feel well cared for and comfortable that all aspects of their financial needs are being addressed.
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