Our Team

Core Focus:  Working on the Life Insurance team

Firm Experience:

• Joined Lindberg & Ripple in 2024

Background & Personal:

• Formerly Chief of Staff at Shelton AI, a fintech company in Silicon Valley
• Graduate of UC Berkeley, where he played varsity football
• Avid sports fan, with a love of movies and music as well

Core Focus:  Handles investment reporting for Lindberg & Ripple’s clients

Firm Experience:

• Joined Lindberg & Ripple in 2023
• System administrator on the Black Diamond reporting platform
• Works with advisors to provide their clients with a real-time view of their assets

Background & Personal:

• Has previously worked with the insurance division of Voya/Venerable and with the wealth management division of Wells Fargo
• Enjoys working out in the gym, road tripping with his family to the beach and natural parks.
• Has a Labrador named Drew who is the “happy pill” for him and his family

Core Focus:  Planning and managing successful retirements

Firm Experience:

• Joined Lindberg & Ripple in 2012
• Specializes in financial planning and investing in public markets
• Uses consulting background and financial services experience to provide clients with a deep understanding of what makes retirement successful, both from a planning and investing perspective

Background & Personal:

• Worked with Fortune 200 companies as a consultant for Accenture
• Formerly SVP and Chief Information Officer of The Hartford Property & Casualty leading a team of over 1,400 across three continents
• Lives in Chapel Hill, NC with his wife and two daughters, where he is active in the community
• He enjoys golf, travel, photography and as a history buff, collecting antique world maps

Core Focus:  Life Insurance policy reviews and client service

Firm Experience:

• Joined Lindberg & Ripple in 2019
• Works closely with the life insurance team, making the process a simple and positive one for our clients

Background & Personal:

• 40 years of experience in the life insurance industry, ranging from marketing to case management to billing to policy service
• An avid reader, she also enjoys pickleball, taking long walks on the beach with her husband, and spending time with her grown children and ‘granddogs’

Core Focus: Delivering an exceptional insurance client experience 

Firm Experience:

• Joined Lindberg & Ripple in 2006
• Focuses on providing world-class service to life insurance, long-term care insurance and disability insurance clients

Background & Personal:

• Prior to joining the firm, she was an account consultant with UnumProvident, supporting and specializing in executive disability and multi-life GSI programs
• Has a CT Insurance Producers License
• When not working, loves spending time with her daughters, playing pickleball and doing pilates. She often travels, visiting Newport and Grand Cayman most often

Core Focus: Provides support for insurance clients and their advisors 

Firm Experience:

• Joined Lindberg & Ripple in 2013 
• Specializes in client service support for life insurance, disability insurance and long-term care clients
• Helps with variable reallocations for life insurance team

Background & Personal:

• Prior to joining the firm, she worked for Aetna Insurance’s small business unit for medical coverage
• Has served as the treasurer on the Board of Directors for a regional soccer club, and volunteers at school functions for her children
• Enjoys spending time with her husband, four children, skiing, playing platform tennis and reading

Core Focus: Supports our Florida-based wealth advisory team and their clients

Firm Experience:

Joined Lindberg & Ripple in 2022 

• Handles all things investment service-related:  new account openings, maintenance, money movement, and responding to and researching client inquiries
• Works alongside our 401k advisor team, providing quarterly market reviews used for client meetings, helping clients remain on track with their retirement planning

Background & Personal:

• BS in Social Work from Rhode Island College
• Wealth management experience began at Northwestern Mutual in 2014, when she relocated to Palm Beach County as a Director of Client Operations
• She and her family enjoy boating, traveling, and sightseeing throughout the beautiful state of Florida 
• She also enjoys lap swimming, singing, and cooking for her family

Core Focus:  Supports our Florida-based wealth advisory team and their clients

Firm Experience:

• Joined Lindberg & Ripple in 2017
• Handles all things client related such as new account openings, maintenance, money movement and responding to and researching client inquiries

Background & Personal:

• B.S in Chemistry from Fort Lewis College in Colorado
• Worked in the environmental laboratory business for 9 years before starting her financial career in 1998
• Since 1998 has worked in financial services customer service for companies that include American Century and Wells Fargo
• She lives in Florida with her husband and dog, spending time outdoors and on the water paddle boarding and diving as often as possible, as well as visiting her two grown sons living in Colorado

Core Focus: Elevating the brand and improving the way we communicate with our clients

Firm Experience:

• Joined Lindberg & Ripple in 2022
• Leads all marketing communication efforts for the firm, from brand collateral to digital marketing to supporting the efforts of the Wealth Advisory, Insurance and Leadership teams

Background & Personal:

• 1994 graduate of Northwestern University’s prestigious Medill School of Journalism
• Built two marketing agencies, each named to the Inc. 5,000 list of Fastest Growing Private Companies
• In 2007, named a state finalist for the Ernst & Young Entrepreneur of the Year Award and a winner of the SmartCEO Future 50
• Lives in Maryland with his two college-aged children, where he enjoys binge-watching TV, going to concerts and sporting events, and taking long walks with his rescue dog, Tucker.

Core Focus:  Partnering with clients to develop and implement financial solutions to meet their goals

Firm Experience:

• Joined Lindberg & Ripple in 2010 
• Works with clients to understand their goals and create customized financial plans designed to help reach them. 

Background & Personal:

• Before joining the firm, worked as a Financial Advisor at AXA Equitable in New York, NY
• Enjoys live music and outdoor activities across all seasons, including golf, fly fishing, sailing and downhill skiing

Meet Alex

Core Focus: Focused on developing retirement plans for businesses

Firm Experience:

• Joined Lindberg & Ripple in 2024
• Works with clients who are business owners, helping them design retirement plans to offer to their employees 

Background & Personal:

• Before joining the firm, he was a consultant with Virtus Investment Partners working with retirement-focused financial professionals to help grow their business through best practice ideas and strategies
• Since 1999, he also held positions with Prudential Retirement, Hartford Life and Cigna Financial Services
• When not at work, he can be found with his wife coaching and cheering on their two active sons at hockey and baseball games

Meet Eric

Core Focus: Financial planning for high net worth individuals, focused on helping them achieve their goals

Firm Experience:

• Joined Lindberg & Ripple in 2021
• Focuses on financial planning and wealth management advice for her clients, as well as management of their individual portfolios

Background & Personal:

• Before joining Lindberg & Ripple, she was a personal investment advisor with Merrill Lynch.
• Spent 25 years in education before going into financial services
• Serves on the Board of Directors for YWCA Hartford Region as Chair of both the Investment and Development Committees
• Serves on the Board Director for Charitable Gift Planners of Connecticut and serves as the DEIB Chair
• Serves as a Board Member for Junior Achievement of Southwest New England
• Member of Connecticut Women’s Council and the Hartford Healthcare Philanthropic Committee
• Spends free time with her three children, eleven siblings, playing golf & dominos, and visiting the beach

Meet Dawn

Core Focus: Providing wealth management services and developing financial planning models

Firm Experience:

• Joined Lindberg & Ripple in 2022
• Works alongside senior leadership assisting our clients with their financial planning.

Background & Personal:

• Before joining the firm, she spent a decade as a licensed insurance agent and client service manager with a small local firm
• Graduate of University of Florida, with a CFS designation
• Born and raised in Florida, she loves being outdoors with her dog Penny, cooking, reading and long-distance running

Core Focus: Data Maintenance and Administration

Firm Experience:

• Joined Lindberg & Ripple in 2022
• She works with the insurance and wealth advisory teams, as well as the administrative team
• Her specialty is in data science, process implementation, and system administration

Background & Personal:

• She was a business owner before coming to Lindberg & Ripple, building custom applications and websites for small businesses that automated the filing and filing of legal documents to improve operating efficiency
• She loves being outside, going hiking with her dog Igor, cooking, reading and gardening

Core Focus: Advises clients on Life Insurance strategies to help create and maintain generational wealth

Firm Experience:

• Joined the firm in 2024
• Focused on working with estate attorneys and family offices on policies for those in need of estate-tax driven and private placement life insurance policies

Background & Personal:

• Previously Managing Director at KB Financial
• Co-Founder and Managing Partner at Gideon Strategic Partners
• Began his career at AXA Advisors, where he was promoted to Regional Vice President, and was recognized for his contributions as an advisor and in management
• Graduated from Union College and holds an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University
• Received the Retirement Planning Specialist Certificate from the University of Pennsylvania’s Wharton School of Executive Education and maintains the FINRA Series 7, 24, 63, and 65 securities registrations; as well as Life, Accident, and Health Insurance licenses
• Lives in Fort Lauderdale, FL
• Played football for Union College, and now donates time coaching football and mentoring young athletes
• When Elliot is not working, he spends as much time as possible with his family, friends, and dog
• He is passionate about sports, music, art, and travel

Core Focus: Protecting wealth by providing a solid foundation of insurance 

Firm Experience:

• Joined Lindberg & Ripple in 2011
• Works closely with clients and their advisors to help them reach their asset and income protection and wealth transfer needs and goals through careful and strategic implementation of life, disability and long-term care insurance

Background & Personal:

• He has been an insurance professional since 2002, working at Northwestern Mutual, Bank of America and Guardian before joining Lindberg & Ripple
• He is consistently recognized by clients and advisors for his knowledge of the industry and innovative approach
• He enjoys coaching his twin girls’ soccer team, being involved in fundraising events, traveling with his family, working out, and playing golf, basketball and softball

Meet Scott

Core Focus: Manages all-things compliance related for our RIA

Firm Experience:

Joined Lindberg & Ripple in 2016

• Was in client service & investment reporting, before moving into compliance
• Works with the investment teams & advisors to ensure that operations and compliance work hand in hand, meeting all guidelines
• Specializes in compliance duties and functions of the RIA to safeguard the company, advisors, and most importantly, our clients.

Background & Personal:

• Graduate of the University of Connecticut with a degree in Finance
• Enjoys the endless summers of Florida by going snorkeling in the reefs, canoeing in the Everglades, and spending sunny afternoons at the beach looking for shark teeth in the sand
• When not soaking up the sun, she is curled up in a chair with her cat, reading books and having a hot cup of coffee.

Core Focus: Design and Manage Large Employer Employee Benefit Plans

Firm Experience:

• Joined Lindberg & Ripple in 2017
• Uses his deep knowledge of health benefits to manage all aspect of clients’ employee benefit needs including: funding/budget analysis, vendor management, collective bargaining, compliance and regulation requirements, and wellness
• Specializes in large employer and public sector clients
• Helps clients achieve their goals through historical and projected financial analysis, strategic plan design and wellness, and regulatory review and advisement

Background & Personal:

• Served varying supervisory and project management roles for Gaylord Hospital in Wallingford, CT and worked as a Director of Sales and Underwriting for Anthem Blue Cross and Blue Shield before joining the firm
• Has accompanied school system leaders to Washington, D.C. to speak to the impact of the Affordable Care Act on schools and other public sector entities
• Member of the Large Group Advisory Board, ConnectiCare
• Joe is an active member of his community participating in the Parent Association Xavier High School, volunteering at the East Haddam Youth and Family Services and serving as Chairman of the East Haddam BOE Capital Improvement Committee

Core Focus: Underwriting New Life Insurance Business

Firm Experience:

• Joined Lindberg & Ripple in 2018
• Oversees the entire underwriting and new business process
• Committed to obtaining the best offer possible for all clients, working closely with producers and Carrier underwriters

Background & Personal:

• Before coming to Lindberg & Ripple, she served as the Director of Insurance operations for Chamberlain Group in Irvine, CA, and prior to that was with Pacific Life for 4 years
• Been in the life insurance industry for 18 years, nearly all of this time spent in an underwriting capacity
• Graduate of California Polytechnic University of San Luis Obispo with a degree in Political Science
• When not at work, she enjoys spending time with family and friends, especially with her husband and two daughters

Core Focus: Analyze and design life insurance portfolios for our clients

Firm Experience:

• Joined Lindberg & Ripple in 2019
• Specializes in insurance modeling using carrier software to create comparative analyses of insurance portfolios

Background & Personal:

• Brings 20+ years of industry experience, including time as a planning analyst for Northwestern Mutual and Pacific Life
• Outside of work, he enjoys spending time with family and friends, especially traveling, camping, and snowboarding with his wife and son
• He also follows F1 racing and enjoys watching soccer on TV

Core Focus: Managing the administrative functions of the West Hartford office

Firm Experience:

• Joined Lindberg & Ripple in 2024
• Handles all administrative functions for the office and firm licensing renewals/appointments.

Background and Personal:

• Spent 13 years as the HR Administrator and CHRO for Virtus Investment Partners in Hartford, CT. 
• Spends her free time cycling, kayaking, gardening and focusing on personal fitness, as well as enjoying her new grandson!
• She has a 4-year old rescue dog that’s almost a second full-time job, as she chases it around the yard watching it try to catch the local wildlife.