Justus Morgan
Vice President
As Vice President of Financial Service Group, Justus Morgan 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. Justus counsels clients, manages investment portfolios and oversees the firm’s tax preparation services. He also supervises FSG’s college intern program and is a contributor to the Racine Journal Times’ “To Your Wealth” monthly column.
Justus joined the firm in 2003. His approach is to develop an in-depth understanding of client attitudes and values about money so he can identify realistic solutions to help clients reach their goals. Justus enjoys watching clients fulfill their dreams whether it’s vacationing abroad or leaving a job to pursue the career they’ve always wanted.
Justus is licensed as a Certified Financial Planner™ by the Certified Financial Planner Board of Standards and is registered as an Investment Advisor Representative with the Securities & Exchange Commission. As a CFP®, he successfully fulfilled a set of education, examination, experience and ethics requirements. He is also an Enrolled Agent with the Internal Revenue Service. Enrolled Agents are federally authorized tax practitioners with proven technical expertise. In addition to passing a rigorous two-day examination and background check, Enrolled Agents are required to complete 72 hours of continuing education every three years.
Justus is a member of the Financial Planning Association, National Association of Tax Professionals and the Racine-Kenosha Estate Planning Council. He is a former member of the Boards of Directors for Young Professionals of Racine and San Juan Diego Middle School. Justus is also a graduate of the Leadership Racine program.
Justus received his Bachelor and Master of Business Administration (MBA) degrees from Marquette University in Milwaukee, WI. He and his wife Maggie, a school teacher, had their first daughter, Amelia in late 2007.