Emily Haberkern

Partner & Senior Financial Advisor

Emily Haberkern began her career in the Financial Services industry in February of 2008. Over the years, she has honed her skills in developing financial plans with a focus on wealth management, cash flow analysis, and retirement income strategies. She is passionate about providing wealth management services for University Faculty & Staff.

A graduate from Central Michigan University, she has a Bachelor of Science in Business Administration (BSBA) with a major in Personal Financial Planning. In addition to her CERTIFIED FINANCIAL PLANNER(tm) designation, she currently holds her Series 7 through LPL Financial, Series 63, and Series 65 securities registrations through Capital Asset Advisory Services and LPL Financial, and Life Accident and Health Insurance licenses.

Registered Representative of LPL Financial