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 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…
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
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 HAUBRICH, CFP®, CSA CERTIFIED SENIOR ADVISOR®
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.