Nancy L. Shepard
Managing Principal & Chief Operating Officer
Office Phone: (860) 257-5799
Fax: (860) 761-9791

Firm Expertise

Hired in 1994, as the Director of Case Design, Nancy has spent much of her time at Lindberg & Ripple involved in case design and financial modeling for our clients. In 2013, Nancy transitioned into the role of Chief Operating Officer.

Related Experience

After graduating from Marist College, Nancy began her career at The Alan Leist Planning Group in Utica, New York. While there, Nancy successfully completed the Certified Financial Planner program.

In 1994, Nancy joined Lindberg & Ripple as the Director of Case Design, working with clients and producers to create the financial analyses and modeling so important to our process.

In 2013, Nancy assumed the role of Chief Operating Officer, helping to manage the day to day operations of the firm, and in 2016 became an owner and Managing Principal.

Currently serves on the Board of Directors for the Farmington Valley Visiting Nurses Association.

Personal Interests

Nancy enjoys cooking and spending time with friends and family, and running, biking and hiking along the beautiful hills of Connecticut with her husband and two children.