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.


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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 Jacques, Financial Advisor serving the Marinette, WI area - Ameriprise Advisors

Rachael Lynn Jacques

Financial Advisor

Visit Rachael Lynn Jacques's website

Team

Mari Ferro

Mari Ferro

Client Service Specialist

Anastasia Hopp

Anastasia Hopp

Office Manager,

Client Service Specialist
Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist