Meet our financial advisors and the team that supports them.

Experienced. Compassionate. Visionary.

Michael Haubrich, CFP®, CSA Certified Senior Advisor®

Planning Team

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.

Justus Morgan, CFP®, RICP®, EA

Planning Team

Justus integrates financial planning theory with practical application to help clients make decisions that improve the quality of their lives and the lives of their loved ones.

Justin Moilanen, CFP®, RICP®, MBA

Planning Team

Justin is a personal financial planner. He looks forward to using his knowledge and experience to help clients reach their retirement and other financial life goals.

Terri D’Alie


As firm administrator, Terri is responsible for client service, quarterly report and invoicing functions, licensing, the firm’s accounting, and managing support staff.

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.

Kim Molbeck

Clerical Assistant

Kim joined FSG in March 2013 as a part-time office assistant. The mother of four, Kim is excited to be returning to work outside the home where she can be a part of a team and meet new people.

Bob Francour, CPA

Tax Preparer

Bob joined FSG in 2010 as a tax preparer. He is a CPA who retired after spending the last 20 years of his career in the tax department of an auto parts company. His retirement coincided with our need for a tax professional.

Tami Witt

Communications & Org Development

Tami has consulted with Financial Service Group and many other clients to help them maximize resources, improve employee engagement, manage change initiatives, boost the effectiveness of their communication, and help prepare emerging talent to be leaders.