Ms. Haberman joined the firm in June 2015. She works closely with advisors in our Madison office to help service and manage client relationships.

Ms. Haberman was born and raised in rural Illinois, but Wisconsin has become her home since she moved to Madison in 2010. She and her husband Danny enjoy watching Green Bay Packer and Wisconsin Badger games, and spending time with family and friends.

Previous Experience

  • Client Associate at Bronfman Rothschild
  • Member, Advisor Client Experience Committee at Bronfman Rothschild
  • Executive Assistant/Office Manager at Shoutlet

Education & Credentials

  • BA, Illinois State University, English
  • Series 65 license