PAT BOHON, EA
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.
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.
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.
We’re excited to formally welcome Tom Kiernan to the FSG planning team. Tom brings a dedication to providing clients with an outstanding experience.
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.
Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.
Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.
We believe in taking time to reflect, consider, and identify our plans for how we’ll add value to our clients.
Vince works with clients on helping them live their great lives through a holistic approach to financial life planning.
We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.