LORI JOZEFIAK

Lori Jozefiak

Administrative Assistant

Lori rejoined FSG in summer, 2019 to reprise her role on our Admin Support Team. Lori’s is likely to be the first voice you hear when calling in. A master of many tasks, Lori helps keep the office running smoothly.

Since her first job scooping 25-cent ice cream at Baskin-Robbins, Lori has refined her people skills through many years of supporting leaders and teams. Although she once dreamed of being a professional tap dancer, she found other ways to channel her creative talents.

A fan of Broadway musicals and Ravinia concerts, Lori’s favorite time of day is late at night when the house is quiet and she has time to think and plan. Her bucket list includes wanting to one-day write a children’s book for which she has already developed the concept. She would also like to recreate the European trip exactly as taken and journaled by her grandparents.

Married to Cary for 32 years, Lori has two grown daughters, Jackie and Kim, both graduates of UW-Madison (Go Badgers!). When not working, Lori enjoys reading and being outdoors, primarily on or near water. Lately, she’s been expanding her culinary tastes and experimenting with healthy recipes under the guidance of her soon-to-be dietician daughter.

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.

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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.

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KIM MOLBECK

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.

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TRACI PEDERSEN

Traci Pedersen

Administrative Assistant

Traci joined the Financial Service Group team in December, 2015 as our Administrative Assistant replacing Lori, who generously postponed her plans to spend more time traveling with her husband while we found a permanent replacement.

Coming to us from Elizabeth Gardens, a senior assisted living community, where she served as the facility’s manager, Traci is familiar with all aspects of keeping an office running smoothly. She is deeply experienced in dealing with sensitive and confidential matters particularly related to intergenerational relationships. And she’s simply just a down-right pleasure to be around! She received her undergraduate degree and graduated Cum Laude from University of Wisconsin-Whitewater.

“Traci is just the kind of professional we know will do great work in serving our clients,” said Mike Haubrich, founder of Financial Service Group. “She is experienced, knowledgeable and eager to continue building her career asset.”

TERRI D’ALIE

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.

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