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
Ken Auman
Advisor
Laura D. Birge
Client Service Representative
Jill Chevalier
Director Executive Benefits, Client Service
Karen E. Cole
Client Service
Brucie Fletcher
Registered Client Service
Alex Heyniger
Advisor
Dawn Lazarus
Insurance Advisor
Arriana A. Neese
Marketing Associate
Lisa Rarus
Advisor
Ezra H. Ripple IV, CHFC
Founder, Advisor
Mel Setticasi
CRM Administrator
Michael Silverberg, CLU, ChFC
Advisor
Scott Smith
Insurance Consultant
Hayley Snell
Investment Reporting
Joseph D. Spurgeon, MHA
Senior Employee Benefit Consultant
Tracy Stocker
Registered Client Service
Sally Yubeta
Insurance Underwriter
Calvin K. Wong
Insurance Product & Design