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®


Lucas Allen


Marvin Jay S. Arisga

Investment Reporting Associate

Ken Auman


Laura Birge

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

Elliot T. Hokunson

Marketing Associate

Alex Heyniger


Sarah Jorgensen

Administrative Assistant

Eric Kaleta

Retirement Plan Advisor

Dawn Lazarus


Arriana A. Neese

Associate Advisor

Ezra H. Ripple IV, CHFC

Founder, Advisor

Mel Setticasi

CRM Administrator

Michael Silverberg, CLU, ChFC


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

Sally Yubeta

Insurance Underwriter

Calvin K. Wong

Insurance Product & Design