30 years of heart, growth and relationships: Celebrating Terri D’Alie
We’re celebrating Terri’s 30th anniversary with FSG It’s difficult to tell our story without telling Terri’s, too.
Differing approaches to getting organized for 2026
How couples get organized may be different across families, but getting your financial house in order can lead to peace to mind.
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.
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.