Meet

Nancy L. Shepard

Nancy L. Shepard

Managing Principal & Chief Operating Officer

Core Focus:  Management of business operations for Lindberg & Ripple

Firm Experience:

  • Joined Lindberg & Ripple in 1994 as the Director of Case Design for Lindberg & Ripple
  • Became Chief Operating Officer in 2013
  • Became a Managing Principal in 2016

Background & Personal:

  • Began her career at an independent financial planning firm, The Alan Leist Planning Group
  • Supported planning software for CIGNA financial planning
  • Spends time with her grown children, loves being outside walking the dogs and gardening, and cooking with her friends

West Hartford, CT

Phone: (860) 761-9790
Fax: (860) 761-9791

29 S Main Street, Suite 311
West Hartford, CT 06107

Palm Beach Gardens, FL

Phone: (561) 323-2265
Fax: (860) 761-9791

3825 PGA Blvd., Suite 303
Palm Beach Gardens, FL 33410

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.

Investment Advisory Services Offered Through LRI Investments, LLC, a Registered Investment Adviser. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

For further details regarding the securities relationship with M Holdings Securities, Inc. please go to mfin.com/DisclosureStatement.htm. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) here.

For important information related to LRI Investments, LLC, refer to the LRI Investments, LLC Client Relationship Summary (Form CRS) found here.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License # 390636  File # 3173594.3

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