Partnering with you through life's transitions

Financial Planning Experts in Service to You

fee-only financial plannerMichael 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...

Fee-only financial plannerJustus Morgan, CFP®

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...

Fee-only financial planning administratorTerri Larson

Administrator

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

 

Alan MooreAlan Moore

Associate Planner

Alan joined Financial Service Group as an Associate Planner in November, 2011.  He is a Certified Retirement Counselor (CRC®), a designation granted by the International Foundation for Retirement Education. Alan has passed the Certified Financial Planner™ exam, and is currently fulfilling the experience requirement necessary to become a CFP®.  Read More...

Brian McClarenBrian McClaren

Assistant Planner

Brian McClaren integrates a high level of energy with a degree in Personal Finance in his role as Assistant Financial Planner.  A graduate of the University of Wisconsin–Madison, Brian joined the FSG team in October, 2011.  Read More...

 

 

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