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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Careers
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

PAT BOHON, EA

TeamBy Financial Service GroupJanuary 18, 2025

Pat Bohon brings more than 20 years of experience in tax preparation to serve FSG clients. He works to help clients navigate complex tax situations with clarity and confidence.

KATIE CUNNINGHAM

TeamBy Financial Service GroupSeptember 18, 2024

Meet our newest team member, Katie Cunningham! A fan of cooking, not a fan of bugs, Katie brings energy and creativity to her role as our receptionist and office assistant.

TOM KIERNAN

TeamBy Financial Service GroupMay 17, 2024

We’re excited to formally welcome Tom Kiernan to the FSG planning team. Tom brings a dedication to providing clients with an outstanding experience.

Terri D’Alie earns business management certificate

Announcements, TeamBy Financial Service GroupApril 23, 2024

Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.

Terri D’Alie named COO

Announcements, TeamBy Financial Service GroupMarch 15, 2023

Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.

Terri’s reflections on FSG 40 years in business

Articles of Interest, TeamBy Financial Service GroupMarch 15, 2023

Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.

Reflections on 40 years in business

Articles of Interest, TeamBy Financial Service GroupFebruary 15, 2023

Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.

Why we sharpen the saw

Articles of Interest, TeamBy Tami WittJanuary 9, 2022

We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.

Vincent Tortorici, CFP®, MBA

TeamBy Tami WittSeptember 18, 2019

Vince works with clients on helping them live their great lives through a holistic approach to financial life planning.

Reflections on our 35th anniversary

Articles of Interest, Team, To Your WealthBy Tami WittFebruary 14, 2018

We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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