Lineage Retirement & Wealth Management

Our mission is to help our clients Accumulate, Protect and Transfer Weatlh.


Advisors

Nick Zanders, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Nick Zanders

APMA®

Financial Advisor

Chief Operating Officer of Lineage Retirement & Wealth Management
Visit Nick Zanders's website
Thomas Harmsen, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Thomas Harmsen

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Thomas Harmsen's website
Rachael Lynn Eckert, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Rachael Lynn Eckert

APMA®

Financial Advisor

Visit Rachael Lynn Eckert's website
Mark Rasner, Private Wealth Advisor serving the Fond du Lac, 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
Brooke C Rose, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Brooke C Rose

Financial Advisor

Visit Brooke C Rose's website

Team

Pamela Vanderhoof

Pamela Vanderhoof

Client Service Specialist,

Administrative Assistant

Roles & Responsibilities

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

Nancy Kruhmin

Client Service Specialist,

Office Manager
Michelle Haza

Michelle Haza

Paraplanner

Mari Ferro

Mari Ferro

Client Service Specialist