Meet the Lindberg & Ripple Team
Our clients benefit from diverse backgrounds
and wide-ranging experience in financial services.
Our people are what makes us special.
Lindberg & Ripple has been in business for more than 40 years, but our combined experience spans hundreds of years. Each of us bring specialized knowledge to the team, allowing us to provide comprehensive solutions to our clients. From certified financial planning, pension consulting, investment research and analytics to insurance underwriting, corporate employment benefits, portfolio management and more – we are individual specialists working together as a group.
Leadership Team
Anthony T. Pace, CFP®
Managing Principal
Carl J. Peterson
Managing Principal
Nancy L. Shepard
Managing Principal
& Chief Operating Officer
Meet Our Team
Wendy Adler, CFP®
Advisor
Lucas Allen
Associate
Marvin Jay S. Arisga
Investment Reporting Associate
Ken Auman
Advisor
Laura D. Birge
Client Service Representative
Charu Bahl
Chief Financial Officer
Jill Chevalier
Director Executive Benefits, Client Service
Karen E. Cole
Client Service
Hannah R. Davis
Client Service Associate
Brucie Fletcher
Registered Client Service
Jeff Goldscher
Chief Marketing Officer
Alex Heyniger
Advisor
Sarah Jorgensen
Administrative Assistant
Eric Kaleta
Retirement Plan Advisor
Dawn Lazarus
Advisor
Adrian E. Manzera
Commission Processing Specialist
Arriana A. Neese
Associate Advisor
Ezra H. Ripple IV, CHFC
Founder, Advisor
Mel Setticasi
CRM Administrator
Michael Silverberg, CLU, ChFC
Advisor
Elliot Silverstein
Wealth Advisor, Sr
Scott Smith
Insurance Consultant
Hayley Snell
Chief Compliance Officer
Joseph D. Spurgeon, MHA
Senior Employee Benefit Consultant
Tracy Stocker
Registered Client Service
Sally Yubeta
Insurance Underwriter
Calvin K. Wong
Insurance Product & Design