Resource Strategies Inc.

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Who Are We?

With over 30 years of building our experience, RSI is a team of highly credentialed, experienced, veteran professionals, all working on behalf of each client. We are different from other organizations in that all clients are clients of the firm, no one team member has his or her own clients. We specialize in Financial Independence, wealth accumulation strategies, wealth preservation strategies, and wealth transfer/legacy strategies. We do this by applying knowledge, skills, and wisdom to the important challenges and concerns faced by successful families and business owners. Keith and his team, including a network of allied professionals, work together to help clients and their families reach their most important goals.

Keith M. Lichtcsien

CFP®, AEP®

Keith M. Lichtcsien is President of RSI, will have achieved 40 years of professional experience in 2022. The company, which Keith founded in 1985, is a Licensed Investment Adviser. Keith grew up working in a third-generation, closely held family business (now in its fourth generation) and brings an insider’s insight to his work with successful individuals and families.

Keith has created The power of strategic thinking™ to serve as the foundation of the client experience at RSI. This is a unique, systematic and independent approach designed to build trust and confidence with each and every client relationship. The key focus areas are financial independence, estate planning, retirement planning, business continuation and transition strategies, perpetuating family values, stewardship and assisting heirs in becoming closer together and more responsible. Keith also utilizes numerous techniques and financial modeling to develop strategies that reduce and possibly avoid various taxes, especially the estate tax.

After gaining experience as a Financial Analyst for the General Electric Company, Keith entered the profession in 1982, mastering advanced educational programs in estate planning and advanced business applications of life insurance. Over the years, Keith has earned the following.

Education:

Bachelors of Science in Finance, Cum Laude, The Ohio State University, Columbus, OH; Beta Gamma Sigma and Phi Alpha Kappa Honor Societies
The Ohio State University – Earned Outstanding Senior Scholar Award from his fraternity, Sigma Alpha Mu

Designations and Licenses:

Certified Financial Planner (CFP®) - earned in 1984 and became a charter member of the Registry of CFP® Licensed Practitioners
Accredited Estate Planner (AEP®) from The National Association of Estate Planners and Councils
Series 6, 7, 22 and 63 Securities Licenses
Life, Health, Disability Income and Variable Insurances Licenses

Keith is a current member of:

Mensa
The Entrepreneur’s Organization (EO)
National Association of Estate Planners & Councils (NAEPC)
Estate Planning Council of Cleveland (EPC)
Global Gift Fund

Keith is committed to remaining at the forefront of his profession through ongoing specialized education, regularly attending national educational conferences and completing professional courses of study. He has contributed to articles in Financial Services Times, Financial Services Week, Crain’s Cleveland Business, The Chagrin Valley Times, The Solon Times, Medical Economics and other publications and newsletters. He also speaks on the topics of estate and investment planning at various conferences and seminars.

Keith and his wife, Teresa, have two adult children: Sam is a CPA and a graduate of The Ohio State University, with a degree in Accounting, and Meredith is a graduate of Indiana University with a degree in Media and Advertising. Keith and Teresa live in Solon, Ohio.

FINRA's Broker Check

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Kathy Somes

CFA®

Kathy’s contributions to the Strategic Thinking Team come in the form of developing strategies to help our clients accomplish what is most important for them and their loved ones, including working directly with clients. With over 20 years of investment research and reporting experience, she brings significant expertise to the firm’s ability to help clients meet their goals and long term financial objectives.

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Nick Bean

Client Service Executive

Nick joined the RSI team in October 2022 after spending nearly a decade in the mortgage industry. In taking on the Client Service role, Nick is instrumental in facilitating and monitoring the daily inflows and outflows of client transactions and accompanying paperwork.

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Debra F. White

Speical Project Manager

Debra enjoys seeing and helping clients achieve their financial goals. As an active behind-the-scenes assistant to our strategic thinking team she handles many of the untold details, allowing clients to focus on their families and businesses.

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Lisa Matousek

Office Manager

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