Emberwood

05/19/2026

🎓 Please join us in congratulating our two newest team members, Egan Franzen and Calvin Lavery, on their recent college graduations!

Egan recently graduated from the University of Illinois Urbana-Champaign with a degree in Financial Planning, while Calvin graduated from North Central College with a degree in Finance.

We are excited to officially welcome both of them in June as they begin their professional careers here at Emberwood.

We look forward to the energy, talent, and fresh perspective they will bring to our growing team. Congratulations, Egan and Calvin - we’re excited for what’s ahead! 👏

05/07/2026

We always love sharing when we add new members to the Emberwood team… but it’s even more exciting when our team members add to their teams too! 👶🩷

A huge congratulations to Tad and Erin Luebbehusen as they prepare to welcome their first child - a baby girl arriving this July!

Tad has already become such a great addition to the Emberwood family, and we couldn’t be happier for him and Erin as they start this exciting new chapter together.

Join us in congratulating the Luebbehusens on their growing family! 🎉

04/20/2026

Last week, we hit pause on the day-to-day and took our team out to Platt Daddy BBQ in Quincy for an unofficial Office Appreciation Day lunch.

It’s easy to get caught up in the pace of serving clients, but moments like this matter. Our team is the engine behind everything we do - showing up every day with care, attention to detail, and a genuine commitment to the people we serve.

We believe that taking care of our team is just part of taking care of our clients. When they’re supported, appreciated, and energized, that translates directly into the experience we deliver.

Grateful for this group and all they do. 👏

04/08/2026

It’s hard to believe it’s already been over a year since we reintroduced ourselves as Emberwood Capital Partners. 🔥

Our rebrand to Emberwood wasn’t just about a new name - it was about better aligning who we are with how we serve. Here, we believe your financial journey deserves the same care, trust, and long-term commitment as family. 🤝

Over the past year, we’ve continued to build on that mission - helping clients create clarity, confidence, and a path toward a lasting legacy. 📈

If you didn’t catch our rebrand story the first time (or want a refresher), we’d love for you to take a look: https://youtu.be/OyFYLj1wgJE?si=MeBEZzSlI5qRol0I

Thank you to our clients, partners, and community for being part of this journey with us. We’re just getting started.

Introduction to Emberwood Capital Partners (formerly IPI Wealth Management)

03/09/2026

Ever wonder what those letters mean behind your advisor’s name?

We’re continuing to highlight the designations that represent additional education, training, and expertise in specific areas of financial planning that set our team apart.

This week: Accredited Financial Counselor® (AFC®)

The AFC® designation is awarded by the Association for Financial Counseling and Planning Education and focuses on helping individuals and families build strong financial habits.
Professionals who earn this designation receive specialized training in areas such as budgeting, debt management, and financial education. They must also complete continuing education and follow a professional code of ethics.

What it means for clients:
An AFC® professional is trained to help people develop practical financial skills and create a path toward long-term financial stability.

For more information visit: https://www.afcpe.org/certification/afc/

02/20/2026

🔥 HE’S COMMITTED! 🔥

And just like that…we’ve added another top prospect to our 2026 recruiting class.

We’re excited to officially announce that Calvin Lavery has committed to join Emberwood Capital Partners!

Calvin, who will graduate from North Central College this May, has impressed us throughout the process with his character, competitiveness, and team-first mindset. As a Quincy native who understands our community, our firm, and the standard we hold ourselves to - he’s a natural fit for what we’re building at Emberwood.

Back-to-back commitments.
An elite recruiting class.
The future at Emberwood is bright.

Please join us in welcoming Calvin to the team! 👏

02/17/2026

🔥 HE’S COMMITTED! 🔥

We’re excited to officially announce that Egan Franzen has committed to join Emberwood Capital Partners!

After a competitive recruiting season including career fairs, interviews, an official visit, and plenty of great conversations, Egan has made his decision - and we couldn’t be more thrilled.

Currently a senior in the University of Illinois Financial Planning program, Egan brings talent, character, and a drive to grow that fits perfectly with our team and our mission. He will be joining us following his graduation in May.

Recruiting great people is one of the most important things we do - and today is a big win for Emberwood.

Please join us in welcoming Egan to the team! 👏

02/09/2026

Ever wonder what those letters behind your advisor’s name mean?

We’re highlighting the credentials that set our team apart. This week: Accredited Wealth Management Advisor® (AWMA®)

The AWMA® designation is a professional designation that shows an advisor has completed a specialized wealth management education program focused on serving high net worth clients.

Advisors who earn the AWMA® designation have studied how to:
• Understand and address the unique needs of high net worth clients
• Apply behavioral finance insights when tailoring financial strategies
• Work with business owners on succession and exit planning
• Help clients preserve, grow, and transfer wealth with confidence

Holding the AWMA® designation means an advisor has earned industry-recognized training and is committed to helping clients with the complexities that come with significant wealth.

https://www.kaplanfinancial.com/resources/career-advancement/what-is-awma

01/12/2026

🎉 Meet Tanner Bartlow! 🎉

We’re excited to welcome Tanner Bartlow to Emberwood Capital Partners! Tanner joined our team in late October and brings five years of experience helping clients plan confidently for their financial future. A graduate of Michigan State University, Tanner earned his Bachelor of Arts in Finance with a minor in Economics and is passionate about making a meaningful difference in the lives of those he serves through thoughtful, personalized planning.

Originally from Quincy, Illinois, Tanner spent eight years in Michigan before returning home. Outside the office, you’ll find him on the golf course, exploring new restaurants, or rewatching his favorite movie (Interstellar, of course). He’s also a devoted fan of Michigan State athletics and the St. Louis Cardinals.

Please join us in welcoming Tanner to the Emberwood family. We’re thrilled to have him on board! 👏

12/31/2025

And for the final drop of Emberwood Wrapped 2025… we’re turning up the volume. 🎧🔥

This one’s just for fun - the most played songs in the Emberwood office this year. From workday energy boosters to afternoon pick-me-ups, these tracks kept us moving, focused, and occasionally singing along.

Thanks for following along with our Emberwood Wrapped series and for being part of what made 2025 such a great year. Here’s to another year of growth, great conversations, and good music. 🎶✨