Emberwood

10/08/2026

A milestone worth celebrating again! 🎉

Today, John Lavery, our Managing Partner, presented Tyson Lanter with a framed copy of his CFP® certificate to display in his office.

While we’ve already shared the news of Tyson earning his CFP® certification, seeing that accomplishment officially take its place on his office wall is a pretty special moment. It represents a lot of hard work, dedication, and continued growth - and we’re proud to have Tyson on the Emberwood team.

Congratulations again, Tyson! We’re excited to see where this next chapter takes you.

09/24/2026

Work hard. Play hard. Throw bags.

The 2nd Annual Emberwood Co****le National Championship is officially underway!

What started as a little friendly competition has quickly become one of our favorite Emberwood traditions. From the practice rounds to the qualifying matches, there’s been plenty of competition, trash talk, laughs - and maybe a few questionable calls. 😂

But that’s what we love about Emberwood. We work hard together, but we also make time to have fun together. We’re fortunate to have a team that genuinely enjoys being around one another, and events like this are a great reminder that the people we work alongside are more than just coworkers - they’re part of the Emberwood family.

The qualifying rounds are in the books, and now there’s only one thing left to settle…

🏆 THE CHAMPIONSHIP MATCH! 🏆

The finalists will battle it out next Thursday, October 1, with appetizers, prizes and, hopefully, some championship-caliber co****le. Stay tuned…we’ll have a champion to crown!

****le

08/18/2026

We’re excited to celebrate a major professional milestone for Tyson Lanter!

Tyson has officially completed all requirements to become a CERTIFIED FINANCIAL PLANNER® professional. After passing the CFP® exam last November, he recently completed the required experience hours - the final step in earning the CFP® certification.

The CFP® designation represents one of the industry’s highest commitments to comprehensive financial planning, ongoing education, and putting clients’ interests first.

Congratulations, Tyson! We’re proud of your hard work and dedication and excited to see you continue growing in your career and serving our clients.

07/15/2026

🚨 Introducing Our New Scam Spotlight Series
At Emberwood Capital Partners, protecting your financial future goes far beyond planning. We believe helping you recognize and avoid fraud is just as important. Over the coming weeks, we'll be highlighting some of the most common scams targeting individuals today - from online romance scams and phishing emails to tech support fraud and investment scams. Our goal is to help you recognize the warning signs and provide practical tips to keep you and your loved ones safe.

❤️ Scam Spotlight #1: Romance Scams
Romance scams are designed to exploit trust and emotion. Scammers create fake dating or social media profiles, build an emotional connection over time, and eventually ask for money - often claiming a medical emergency, travel issue, military deployment, or another urgent financial need.

🚩 Warning Signs
• They quickly profess love or talk about a future together.
• They avoid meeting in person or video chatting.
• They ask to move conversations off the dating platform.
• They eventually request money or financial assistance.

🛡️ Protect Yourself
• Take new relationships slowly and verify who you're talking to.
• Be cautious if someone refuses to meet or video chat.
• Never send money to someone you've only met online.
• If something doesn't feel right, talk with a trusted family member or financial professional before acting.

Remember, scammers often rely on urgency and emotion. Taking a moment to pause, verify, and ask questions can prevent a costly mistake.

📖 For a more in-depth look at romance scams and additional ways to protect yourself, check out Charles Schwab's guide here: https://quincyipi.sharepoint.com/:b:/s/ClientContent/IQBGM7qYruNbSpMT1Kk-RBz9AamM_9-PMWbccVW37MK6Zk8?e=BT8EXD

06/23/2026

🎉 A New Emberwood Family Member Has Arrived! 🎉

Please join us in celebrating a very special addition to the Emberwood family!

Congratulations to Tad and Erin Luebbehusen on the birth of their beautiful daughter, Genevieve "Vivi" Mary Luebbehusen. 💕👶

Today, we're wishing Vivi a very happy birthday and sending our heartfelt congratulations to Tad and Erin as they begin this exciting new chapter together. We couldn't be happier for your growing family!

Welcome to the world, Vivi! ❤️

06/10/2026

Community involvement is one of the core values at Emberwood, which is why we were proud to participate in the United Way of Adams County's 2026 Day of Caring. This annual event brought together more than 250 volunteers from 18 local businesses and organizations to complete 20 service projects throughout Adams County, demonstrating the power of collaboration and community service.

Our team spent the day assisting the Quincy Kroc Center by cleaning and detailing transportation vans that are used to serve local youth and families. While the task may seem simple, helping community organizations maintain the resources they rely on every day can have a lasting impact.

We are grateful to the United Way of Adams County for creating opportunities that connect local businesses with meaningful service projects, and we appreciate the dedication of all the volunteers who worked together to strengthen our community. A special thank you to our team members who represented Emberwood so well and helped demonstrate what it means to Live United.

Check out the news story featuring our very own Kent Stegeman: https://www.wgem.com/2026/06/05/united-way-adams-county-holds-annual-day-caring/

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)