LISA HABERMAN

LisaHabermanheadshotLisa Haberman, CLU®,ChFC®, MBA, MAM

joined the MPPL team in 2017 as an Investment Advisor Representative. She works with individuals, families, and businesses to establish successful financial plans. Lisa’s responsibilities include cultivating professional and community relationships, identifying solutions for client financial needs, and supporting the overall marketing efforts for Midwest Professional Planners, Ltd., including that of recruiter.

Lisa brings more than 20 years of experience to the insurance and financial services industry, and has served in a variety of technical, entrepreneurial, management and sales leadership roles that lend both tactical and strategic expertise designed to leverage her client’s financial future.

Lisa has a B.S. degree in Mass Communications from St. Cloud State University, and a Master of Business Administration and Master of Arts in Management dual degree from St. Scholastica, Duluth, Minnesota. Lisa’s Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations were earned from The American College in Bryn Mawr, Pennsylvania.

Lisa is licensed to provide investment advisory services. Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure of any potential conflict of interest.

Check the background of this investment professional on FINRA’s BrokerCheck.

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