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 30 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.
Pat can be reached at extension 1006.
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.
Tim can be reached at extension 1007.
Carrie’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. Carrie strives to serve our clients in a manner that far exceeds their expectations and lets them know that we truly care about their financial future and goals.
In addition to her client responsibilities, Carrie assists the team in the areas of information technology, human resources, project management, reporting, and office administration.
Carrie received her CERTIFIED FINANCIAL PLANNER™ designation in 2009. She is also an active member of the Financial Planning Association of Wisconsin and a Notary for the State of Wisconsin.
Carrie can be reached at extension 1004.
Matt is responsible for the operational responsibilities at RSI. This includes entering trades in client portfolios, account set up and maintenance and quarterly reporting. Matt also assists with a variety of administrative office duties.
Matt’s excellence in client service and attention to detail enhance RSI’s commitment to provide high-value advisory services and build strong client relationships.
Matt can be reached at extension 1001.
Greta is responsible for a variety of administrative duties. She performs the routine clerical tasks associated with the smooth operation of our office. Greta considers her most important role to greet clients and field phone calls. She takes pride in serving our clients: her goal is to always let them know that they are greatly appreciated.
Greta can be reached at extension 1002.