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