Lineage Retirement & Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Lineage Retirement & Wealth Management
Team photo for Lineage Retirement & Wealth Management

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Advisors

Advisor photo for Mark Rasner

Mark Rasner

CFP®, BFA, ChFC®, CASL®, APMA

Private Wealth Advisor

Chief Executive Officer of Lineage Retirement & Wealth Management
Visit Mark Rasner's website
Advisor photo for Nick Zanders

Nick Zanders

APMA

Financial Advisor

Chief Operating Officer of Lineage Retirement & Wealth Management
Visit Nick Zanders's website
Advisor photo for Rachael Lynn Jacques

Rachael Lynn Jacques

APMA

Financial Advisor

Visit Rachael Lynn Jacques's website


Team

Mari Ferro

Mari Ferro

Client Service Specialist

Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist

Pamela Vanderhoof

Pamela Vanderhoof

Client Service Specialist