Justus Morgan, CFP®, RICP®, EA
Planning Team
Justus joined the FSG planning team in 2003 and became a shareholder in 2008. Through the years he has partnered with FSG founder, Mike Haubrich, in guiding the business through challenges and celebrations. He can always be counted on for his clear and measured thinking, calm demeanor, and commitment to ensuring our clients experience their great lives.
Exemplifying the FSG value of continuous learning, Justus enhances his expertise with a number of professional designations including:
- CERTIFIED FINANCIAL PLANNER™ designation through the Certified Financial Planner Board of Standards. As a CFP® practitioner, he successfully fulfilled a set of education, examination, experience, and ethics requirements as well as participates in ongoing continuing education requirements.
- Enrolled Agent (EA) with the Internal Revenue Service. Enrolled Agents are federally authorized tax practitioners with proven technical expertise as demonstrated by the requirement to pass a rigorous examination process and ongoing continuing education requirements.
- Retirement Income Certified Professional® (RICP®) which is awarded through the American College of Financial Services to individuals who complete a series of college-level courses and exams.
He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the National Association of Tax Professionals (NATP). Justus graduated from Marquette University where he earned his Bachelor of Arts and Master of Business Administration (MBA) degrees.
Justus is active in the Racine community where he lives with his wife and two children. He is on the Board of Racine Community Foundation and serves on the organization’s Grants Committee. He is a past board member for a variety of local organizations including Young Professionals of Racine, San Juan Diego Middle School and the Racine Kenosha Estate Planning Council. He is also a graduate of the Leadership Racine program. He has taught the Retirement Planning Today curriculum as part of UW-Parkside continuing education offerings. Justus was a long-time contributor to the ToYourWealth column which ran in the Racine Journal Times newspaper for more than two decades.
Behind the scenes with Justus
- When not helping clients simplify their finances, Justus enjoys playing pickleball with his wife, Maggie, creating memorable experiences with his family, and visiting craft breweries.
- His favorite food is pizza with brick oven or wood-fired topping the list. Any kind of crust is great, but he prefers just pepperoni or “the works”—nothing in between. When he travels he likes to sample to local offerings.
- He’s been learning about personal finance since he was 16 years old when he read his first book on the subject. He’s been an avid consumer of industry knowledge for more than 30 years and is first to admit “there still lots to learn!”
- During COVID quarantine he took each of his two children on separate trips while school was remote. He and his son rented a cabin in Colorado where they had to rent a WIFI hotspot so Toby could do his school work but they had lots of hiking and exploring time as well. Escaping the cold, Justus and his daughter, Amelia, enjoyed a remote work/study trip to Florida where beach combing became a hard-to-leave part of their morning routine.
- His favorite re-read book is “Wherever You Go, There You Are” by Jon Kabat-Zinn. A book on mindfulness and meditation, Justus reads this every few years and picks up something new from it each time.
Let’s chat! Reach out today to connect with us.
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.
FINANCIAL SERVICE GROUP INC.
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax: (262) 554-1907 | Email: info@toyourwealth.com
Visit Us On Facebook
Copyright Financial Service Group All Rights Reserved © 2024