We have four 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 more than 40 years in service to our clients. He has spent his 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 2021. 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
Operations
As Chief Operations Officer, 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, CFP®
Planning Team
Tom joined the FSG team in early 2024 as an Associate Planner. He has successfully completed all of the requirements for the CERTIFIED FINANCIAL PLANNER™ designation.
Lori Jozefiak
Client Services
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
Client Services
Kim joined FSG in March 2013 as a part-time office assistant. Kim supports clients and advisors in a variety of tasks. Kim also maintains the beautiful plantings in and around our office.
Tami Witt
Communications
Tami has been a part of the FSG family for more than 20 years. She provides content creation for print and digital media as well as supporting org development efforts.
Katie Cunningham
Receptionist & Office Admin
Katie joined the FSG family in July 2024 and has lit up the office with her friendly style and boundless energy. She's the first voice you hear when you call and you'll won't soon forget any interaction with her.
Pat Bohon
Tax Preparer
Pat joined the FSG extended team in 2025 as a seasonal tax preparer. He brings more than 20 years of professional experience in tax preparation.
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.
4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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