We have three CERTIFIED FINANCIAL PLANNER™ professionals on our team. 

Click here to see a short video about our CFP® differentiator

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.

Vince Tortorici, CFP®, MBA

Planning Team

Vince joined the FSG planning team in 2019 as an Associate Planner and assumed the role of Lead Advisor in 2023. He brings a passion for financial life planning in a fee-only environment where the focus is on building lasting relationships of depth and substance with clients.

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.

Tom Kiernan

Planning Team

Tom joined the FSG team in early 2024 as an Associate Planner. He has satisfied the work experience requirement for the CERTIFIED FINANCIAL PLANNER professional designation and will sit for the CFP exam in late 2024.

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.

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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