Our Team

Michael Haubrich, CFP

President

Mike 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

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

As firm administrator, Terri Larson favors her client service responsibilities the most. Read More...

Joy Clady

Associate Planner

Joy is an Associate Planner dedicated to working with clients to achieve their goals. Read More...