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Meet the team who runs your

Financial Decision Center

Choosing The Right Wealth Management Firm Is No Easy Feat 

You need the total package when it comes to entrusting a financial planning professional - education, experience, trustworthiness, honesty and the list goes on and on. 

Together, our team at Sheepdog Planning offers over 100 years of wealth management experience and protection planning.

Featured Places:

Lance Drucker ChFC®, CLU®, AIF Photo Lance Drucker ChFC®, CLU®, AIF Hover Photo
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Lance Drucker ChFC®, CLU®, AIF


Lance Drucker, ChFC® & CLU®, AIF

Chairman, Speaker, Author

Forbes Finance Council member

P: (212) 681-0459
Email: lance@sheepdogplanning.com
LinkedIn: www.linkedin.com/in/lancedrucker/

Along with my 30 years of experience in wealth management, I’ve worked to build a dream team of experts here at Sheepdog Planning. Together, it’s our mission to deliver an incredible and impactful experience to every client we work with.

My dive into the financial services industry began with a B.S. in accounting and finance from SUNY Binghamton. I have since earned my Chartered Financial Consultant (ChFC ® ) designation and Chartered Life Underwriter (CLU®) degree as well as a Certificate in Retirement Income Planning from the Wharton School of Business.

Over the years, I worked with many powerful female clients, which inspired me to capture my experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.” Throughout my career, I have been recognized as a Top Wealth Advisor, Women’s Choice Advisor and a top HTK advisor among other accreditations. In addition, I’m honored to be a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to me in 2012, 2013, 2014, 2015, 2016 and 2017. I am a member of the Forbes Finance Council. 

Are You Interested In Avoiding Bag Lady Syndrome?

*The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

  1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
  3. Favorable regulatory and complaint history review;
  4. Fulfilled their firm review based on internal firm standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutionalized discretionary and/or non-discretionary client assets administered;
  9. Number of client households served;
  10. Educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Hunter Gimbel Photo
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Hunter Gimbel

Managing Partner

Hunter Gimbel, CEO and Managing Partner at Sheepdog Planning, is an integral part of the firm’s internal dynamic. Hunter’s day-to-day responsibilities include managing the firm’s strategic approach to achieve the overall objective, which is to deliver the best results for our clients in the advanced estate planning industry.

Hunter continues to lay the foundation for the success of the firm. He has a leadership style that breeds confidence, even when explaining his knowledge of complex estate conservation and taxation. His exceptional ability at building client relationships has been attributed to his knowledge of estate planning, life insurance, and his ability to deliver more than what was promised.

In the financial services sector since 2005, Hunter previously worked for RFS for seven years, where he handled the firm’s exclusive clientele of physicians. Hunter also has extensive experience in dealing with Wall Street professionals, including those who work at private equity firms, hedge funds, and investment banks.

With all of his experience, plus a strong belief in continuity and family, working with Sheepdog Planning came as a natural fit for Hunter. With specialties in life insurance trusts to ultra-high net worth clients requiring more aggressive tax oriented strategies, wealth transfer, multi-generational/dynastic planning, Hunter helps clients visualize how estate planning is very unique to the individual and the families they leave behind.

Unbeknownst to Hunter, the impetus that would leave a strong impact and lead to his current success and career choice was already in place. The early passing of Hunter’s grandfather left him with firsthand experience of the challenges faced by family members left behind. Although very young in age, Hunter’s desire to help families never faltered. He felt it is what his grandfather would have wanted if given the opportunity.

Hunter also has taken an active role with the non-profit organization, All Stars Project, where he mentors inner-city students who may want a career in finance in their future.

A native of New York, Hunter graduated with a Bachelor of Science in Business Management from Indiana University Bloomington. He is happily married to his wife Samantha.  They have a daughter Andie and two sons Jack & Alex. He resides in Oyster Bay.


Indiana University Bloomington, B.S.
Registered Representative Series 6 & 63

Gideon Drucker, CFP®,  AIF®, ECA Photo Gideon Drucker, CFP®,  AIF®, ECA Hover Photo
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Gideon Drucker, CFP®, AIF®, ECA

Managing Partner

Gideon Drucker, CFP®, AIF®, ECA

Accredited Investment Fiduciary

Certified Financial Planner™

Equity Compensation Associate

Managing Partner, Financial Planning Wealth Accumulation Division

Phone: (646) 647-2205
Instagram: @DWM_Gideons_Corner

Gideon Drucker, Certified Financial Planner™, Accredited Investment Fiduciary, and Equity Compensation Associate is the Managing Partner at Sheepdog Planning's Financial Planning Wealth Accumulation Division. ily wealth management firm started by his grandfather Bernie Drucker in 1959. 

The 3rd generation Drucker, Gideon specializes in working with young professionals looking to take a more proactive approach to their financial future. 

Gideon created the HENRY Syndrome® suite of services as a way to educate and empower young professionals, newlyweds, and young families to make smart financial decisions for their futures.

Gideon was recently named by Forbes as a Top Next Gen Advisor and is a sought after public speaker, presenting his HENRY Syndrome® workshops to hundreds of companies, organizations, and nonprofits throughout New York City and beyond with a primary focus in the tech community.

Gideon graduated from Lehigh University before serving as a combat paratrooper in the Israel Defense Forces. 

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Kitty Ritchie CFP®, RICP®, CFEd®, AIF Photo Kitty Ritchie CFP®, RICP®, CFEd®, AIF Hover Photo
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Kitty Ritchie CFP®, RICP®, CFEd®, AIF

Director Of Wealth Management

Kitty Ritchie, CFP®, CFEd, AIF, RICP®

DIRECTOR OF Wealth Management

Phone: (646) 432-7839
Email: kitty@sheepdogplanning.com

As our team's wealth manager, I am involved in the design of every financial plan that our team develops. I have over 15 years of wealth management experience and I’ve been known to offer our clients an exceptional level of service. Whether I’m meeting a client to review their financial situation over lunch in Murray Hill or calling to check in on a client who’s going through a rough time, I’m always happy to support and empower those we work with.

I currently hold a FINRA Series 7 license as well as CfEd, RICP® AIF, and CFP® designations.

Tonia Peasley, AFC Photo Tonia Peasley, AFC Hover Photo
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Tonia Peasley, AFC

Senior Client Concierge

Tonia Peasley, AFC®

Accredited Financial Counselor

Platinum Client Concierge

P: (646) 647-2204  
Email: tonia@druckerwealth.com

Tonia is a wife, mom to three kids, ages 24, 22, and 11 and although doesn’t have a dog of her own, has rights to a grand-dog that she gets to visit. She is a 22-year veteran military spouse, and has a son who is currently serving in the military. Tonia has 20 moves in her chest of adventures and enjoys traveling the world. 

Tonia graduated from the University of Maryland and has completed the educational requirements of her CFP® program in 2015 from Boston University. Tonia has earned her Accredited Financial Counselor (AFC) accreditation in 2018. 

Tonia currently resides in the first city of the USA, St. Augustine, Florida and enjoys trying foods from different regions of the world, hiking, cooking, reading books at the beach and carving out a few minutes every now and then with her husband of 30 years. Tonia joined Drucker Wealth in October and has a passion for providing unsurpassed client care and helping individuals reach their financial goals.   Tonia believes whole-heartedly that having a great Financial Life Plan is the foundation to growing wealth and making good financial decisions.

Tonia’s current goals are working on her CSLP certification, trying to grow some type of plant without killing it, finding a dog she can call her own, and getting her 3rd child through middle school, not necessarily in this order.

Connect with me on LinkedIn!

Hadley Haacke Photo Hadley Haacke Hover Photo

Hadley Haacke

Director of Advanced Insurance Planning
Neisy Arnez, RICP® Photo
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Neisy Arnez, RICP®

Director of Operations

Neisy Arnez, RICP®

Director of Operations

P: (646) 432-7821  
Email: neisy@sheepdogplanning.com

I serve as our team’s operations manager, which means I help ensure things run as smooth as possible for each of our clients. From the moment you join our firm, I’ll oversee your experience to make sure it’s working seamlessly. Because while our team of overachievers does an amazing job of crossing their T's and dotting their I’s… we all know “stuff” happens!

I currently hold my FINRA Series 7 license.

Eric Snyder Photo
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Eric Snyder

Operations Manager

Eric Snyder

Operations Manager

P: (646) 432-7868
Email: Eric@sheepdogplanning.com

Giselle Arnez, RICP Photo Giselle Arnez, RICP Hover Photo
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Giselle Arnez, RICP

Director of Protection Planning

Giselle Arnez, RICP

Director of Financial Planning

Phone: (212) 681-0640
Email: Giselle@sheepdogplanning.com

As the Director of Protection Planning, I help clients complete the necessary documents to secure their insurance protection, receive their required minimum distributions, and process requests.

Bridget Farrington Photo Bridget Farrington Hover Photo
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Bridget Farrington

Director of Marketing

Bridget Farrington

Director of Marketing

"Director of Wow"

P: (646) 432-7873     
Email: bridget@sheepdogplanning.com

As our Director of Marketing, my role is to make sure every client receives the most value out of their experience as a Sheepdog Planning client. In fact, I believe that our relationships with our clients extend well-beyond client meetings. That’s why I work behind the scenes to help our clients access educational videos, Wit & Wisdom emails and invitations to exclusive events. It is my job to help you get an overall “WOW” experience from the moment you join our Sheepdog family.