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…

JUSTUS MORGAN, CFP®, RICP®, EA

Justus Morgan, CFP®, RICP®, EA Planning Team Justus joined FSG as an intern in 2003 and quickly ascended to be a shareholder in the firm by 2008. In 2025, he announced his departure to pursue his desire to be a solo practitioner working with fewer clients. We thank Justus for his 22 years of service…