Michael Haubrich, CFP
President
Vice President
Administrator
Assistant Planner
Michael Haubrich, CFP |
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Michael is known for creatively blending traditional financial planning with current thinking and tools to meet the work and life realities of today's clients. Read more... | |||||
| Justus Morgan, CFP, EA Vice President |
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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. Read more... | |||||
| Terri Larson Administrator |
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As firm administrator, Terri Larson favors her client service responsibilities the most. Read more... | |||||
| Greg Cipov Assistant Planner |
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Whether it’s planning for a trip next year or for retirement in 20 years, Greg Cipov pursued a financial planning career because he wants to help clients reach their goals. Read more... | |||||