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 brief hiatus to explore new opportunities, Lori returned to FSG in 2019. In 2024, she took on an expanded role as our Client Service Administrator…
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.
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.
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 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 with her husband while we found a permanent replacement. Coming to us from Elizabeth Gardens, a senior assisted living community, where she served as the…
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.
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 joined the FSG planning team in 2003 and became a shareholder in 2008. In 2025 he announced his intention to exit FSG to become a solo-advisor working with a limited number of clients rather than leading a growing firm with multiple advisors. We appreciate Justus for 22 years of…