Key Milestones for Lindberg & Ripple | | 1978 | | - Connecticut General life insurance agents, Ezra Ripple, Chuck
Lindberg and Bill Lindberg form partnership. - Team collaborates on planning services for individuals and groups.
| | 1980 | | - Team continues to build a reputation for its distinctive approach to the
planning process, strategy and execution. - Firm grows with the addition of more specialists.
| | 1984 | | - Firm joins M Financial, an exclusive network of financial service firms
specializing in serving the affluent and business owners. - M Financial enables firm to expand on serving the financial needs of the
high net-worth marketplace.
| | 1985 | | - Bob Lindberg joins firm and expands the group's employee benefit services.
| | 1988 | | - Formalized the Investment Management Division with the hiring of Bob Qua.
| | 1990 | | - Chuck Lindberg, one of the founding principals of the firm, retires.
- Employee Benefits Division begins servicing the large-group market and
public sector. - Team seamlessly transitions clients to other specialists within firm.
| | 1997 | | - Lindberg & Ripple continues to bring on talented, younger associates to
ensure firm's ability to serve its clients' multi-generational financial needs.
| | 2002 | | - Firm joins United Benefit Advisors (UBA), a network of the most
successful independent employee benefits advisory firms in
North America and Europe. - New associates help further expand firm's investment services expertise.
| | 2006 | | - New associates join the firm's wealth transfer team.
| | 2009 | | - Lindberg & Ripple becomes LLC, and formalizes the second business
succession as Anthony Pace and Carl Peterson become shareholders. - Firm successfully integrates with Benefit Planning, LLC and brings on board Pam Cronin, Tom Piersall and Lisa Rarus.
| | Today | | - Firm continues to work within a defined client-centric process,
growing services as clients’ needs change.
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