About Us
The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Haven Financial Planning
Haven Financial Planning services helps alleviate the stress of financial burdens by educating and encouraging a feeling of confidence for the future. We are a judgment free zone and help you plan the right way.
This information is not intended to be a substitute for individualized legal advice. Haven Financial Planning and LPL Financial do not provide legal advice or services Please consult your legal advisor regarding your specific situation.
Meet Our Team
Katie Weibel
CFP, MBA, CDFA
Haven Financial Planning
“Make your money work for you.”
Katie Weibel, CFP, MBA, CDFA, is the founder of Haven Financial Planning, where she works with individuals, families, and small business owners on every aspect of the financial planning journey from personal budgeting through estate and legacy plans. Since 2022, Weibel has facilitated the completion of over 150 estate plans through EncorEstate Plans, making her one of the most prolific estate planning advocates among independent advisors in the country. Her results speak to what becomes possible when an advisor fully commits to estate planning and has the right infrastructure behind them. Weibel has praised Encores responsiveness and flexibility, noting that the team handles both simple and complex plans with equal attentiveness. Estate planning is a significant part of her practice, and she also helps executors and their families navigate the complexities of settling an estate after the loss of a loved one. Weibel is a regular guest on WDCX Radio, where she covers estate planning, tax strategies, and personal financial management, and she was listed in Business Firsts Whos Who in Banking & Finance two years running. She also serves on the Executive Board of Habitat for Humanity Buffalo.
Laura McKenzie
Client Relationship Manager & Notary
Laura brings over 25 years of customer service and management experience to Haven Financial Planning to help us continue to grow and strengthen our relationships with all clients, new and existing.
Having worked both in and out of the financial industry, Laura combines strong communication skills and exemplary organization with a glowing smile as she strives to ensure your needs are met. We’re excited to improve our efficiency as she services accounts, facilitates communication, and assists in processing paperwork!
Amy Vrooman
Administrative Assistant
Amy comes to Haven Financial Planning with over 30 years of experience in customer & client relations. As the newest Administrative Assistant to join our team, she affords a strong commitment to delivering exceptional support and maintaining professional efficiency. Amy has exceptional attention to detail and meticulous organizational skills that helps us provide our clients with exemplary customer service.
Personally, she values quality time with my family and makes it a priority in my life. She enjoys spending time outdoors either at a sporting event or on the beach. She also has a passion for traveling and exploring new destinations, which helps broaden her perspective and keeps her inspired both personally and professionally.
