Lineage Retirement & Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Mark Rasner

Mark Rasner

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mark Rasner's website
Nick Zanders

Nick Zanders

APMA®

Financial Advisor

Visit Nick Zanders's website
Rachael Lynn Eckert

Rachael Lynn Eckert

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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