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 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.
Justin Moilanen, CFP®, RICP®, MBA
Planning Team
Justin uses his knowledge and experience to help clients reach their financial life goals. Justin specializes in investment and retirement income planning.
Vincent Tortorici, CFP®, MBA
Planning Team
Vince joined the FSG planning team in August 2019 as an Associate Planner. Born in the Midwest, Vince is happy to be back in the area after living in North Carolina for the past several years.
Terri D’Alie
Administrator
As firm administrator, Terri is responsible for client service, quarterly report and invoicing functions, licensing, the firm’s accounting, and managing support staff.
Lori Jozefiak
Administrative Assistant
Lori returned to FSG in summer, 2019 in her role as Adminstrative Assistant. Having been a previous member of the FSG team, we're excited to welcome her back.
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.