KATIE CUNNINGHAM
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
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
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
Terri D’Alie named COO
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
Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.
Reflections on 40 years in business
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
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
Vince works with clients on helping them live their great lives through a holistic approach to financial life planning.
Reflections on our 35th anniversary
We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.
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…