We have three CERTIFIED FINANCIAL PLANNER™ professionals on our team.
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Our financial advisors and the team who supports them
Experienced. Compassionate. Visionary.
Michael Haubrich, CFP®, Certified Senior Advisor CSA®
Planning Team
As the founder of Financial Service Group, Michael has spent his professional career adapting and innovating to address the financial and life goals of clients and their families.
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.
Vincent Tortorici, CFP®, MBA
Planning Team
Vince joined the FSG planning team in 2019 returning to the Midwest after living for several years in North Carolina.
Terri D’Alie
Chief Operations Officer
As COO, Terri is responsible for overseeing functional areas including HR, accounting, client satisfaction, systems and processes, and partner relationships. Terri has been with FSG since 1996.
Lori Jozefiak
Client Service Administrator
In 2023 Lori assumed expanded responsibilities including maintaining contact with clients to provide or obtain updated information, and general support of portfolio and investment strategies.
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 a part of a team in a role where she can add value to our clients' experience with FSG.
Jose Carbajal, EA
Tax Preparer
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.
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.
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.
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