Who We Are
Sparking Success
A glowing ember radiates with potential. It quickly transforms into a roaring fire when tended to with careful guidance and attention.
Emberwood Capital Partners is focused on helping you find the spark that ignites your dreams and fuels your future.
Previously named IPI Wealth Management, our firm had been primarily focused on investment management for our clients. However, as our clients’ needs and desires have evolved over the years, we’ve expanded our breadth of services to include more comprehensive financial planning through all life phases. This shift in focus inspired us to reimagine our identity.
In 2025, we changed our name to Emberwood to reflect our mission of managing wealth and sparking meaningful change and growth in our client’s lives. The name Emberwood embodies our promise to be the ember that ignites your financial success.
While our name has changed, our valued brand of integrity, trust and expertise continues to burn bright. We remain rooted in the core principles that have been at the foundation of our firm for nearly 40 years. We’re committed to preserving our legacy just as we’re committed to preserving yours.
Build Your Legacy
At Emberwood, we’re your partners on the path to a secure future. We take the time to understand your unique needs and goals so we can map out a personalized strategy to grow, protect and preserve your wealth for generations to come.
Now with four partners and a growing, dedicated team of registered advisors and staff, we serve more than 1,000 clients across 32 states and manage more than $500 million in assets. As we evolve, our tradition of personal commitment to each client will always be a hallmark of our service to you.
Your Team
-
Chris Mackenzie RLP®
Senior Lead Advisor
-
John Lavery CPWA®
Managing Partner
-
Garrick Batley MS, CFP®
Partner – Senior Lead Advisor
-
Kent Stegeman MBA, AWMA®
Partner – Lead Advisor
-
Brad Henry
Partner – Director of Operations
-
Philip Wegman CFP®, EA
Service Advisor
-
Tyson Lanter
Relationship Manager
-
Tad Luebbehusen
Relationship Manager
-
Julie Baker
Director of Client Services
-
Jenn Tallcott MBA
Client Services Associate