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September 2013
In this month’s newletter: Justus Morgan’s article: When a will doesn’t matter. Our new lobby is a “destination.” Download this month’s newsletter
August 2013
Featured in this month’s To Your Wealth: Why bonds lose value Free shredding services available at FSG Photos from our First Friday and Bob & Brian Open Events Download To Your Wealth Update – August 2013
July 2013
Featured in this month’s To Your Wealth: Long term care: a family decision Long term care workshop announced Event reminder: First Friday with FSG Lighthouse run photos Download ToYourWealth Update – July 2013
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 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…