LORI JOZEFIAK
Lori Jozefiak Client Service Administrator Lori joined FSG in 2010 as our “Director of First Impressions,” where she interacted daily with clients on the phone and in-person. After taking a…
TAMI WITT
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
BOB FRANCOUR, CPA
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
KIM MOLBECK
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
TRACI PEDERSEN
Traci Pedersen Administrative Assistant Traci joined the Financial Service Group team in December, 2015 as our Administrative Assistant replacing Lori, who generously postponed her plans to spend more time traveling…
TERRI D’ALIE
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
BRITTANY KOMOROWSKI, CFP®, EA
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
JUSTUS MORGAN, CFP®, RICP®, EA
Justus Morgan, CFP®, RICP®, EA Justus joined the FSG planning team in 2003 and became a shareholder in 2008. In 2025 he announced his intention to exit FSG to become…