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 2019 returning to the Midwest after living for several years in North Carolina.

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.

tax preparation racine

Jose Carbajal, EA

Tax Manager

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.

Reach Out Today For Our Free Consultation

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 tomorrow.

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