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.
JOSE CARBAJAL, EA
Jose joined FSG in September 2022 after working with H&R Block for more than three decades. He will lead our tax preparation practice and assist the financial planners with tax planning.
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 We’re sure that most of you recognize Lori Jozefiak as our “director of first impressions” from speaking with her on the phone, being greeted by her when you visit the office, or working with her to get meetings scheduled (and rescheduled!). While Lori will still be a very public face…
TAMI WITT
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
BOB FRANCOUR, CPA
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.