Lineage Retirement & Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Mark Rasner, Private Wealth Advisor serving the Marinette, WI area - Ameriprise Advisors

Mark Rasner

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

Chief Executive Officer of Lineage Retirement & Wealth Management
Visit Mark Rasner's website
Nick Zanders, Financial Advisor serving the Marinette, WI area - Ameriprise Advisors

Nick Zanders

APMA®

Financial Advisor

Chief Operating Officer of Lineage Retirement & Wealth Management
Visit Nick Zanders's website
Rachael Lynn Eckert, Financial Advisor serving the Marinette, WI area - Ameriprise Advisors

Rachael Lynn Eckert

APMA®

Financial Advisor

Visit Rachael Lynn Eckert's website

Team

Pamela Vanderhoof

Pamela Vanderhoof

Administrative Assistant,

Client Service Specialist

Roles & Responsibilities

  • Client service and scheduling, office management and marketing
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Nancy Kruhmin

Nancy Kruhmin

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Customer Service, Office Management
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Michelle Haza

Michelle Haza

Paraplanner

Mari Ferro

Mari Ferro

Client Service Specialist