The Team

Lineage Retirement & Wealth Management

Our mission is to help our clients plan for a retirement of more dignity and independence, prepare them for the unexpected and help them create a legacy that may make a difference in the lives of others.

Our Advisors

Mark Rasner

Mark Rasner

Private Wealth Advisor

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Designations

CFP®, ChFC®, CASL®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

BBA, Finance, Western Michigan University, Kalamazoo, MI

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Thomas Harmsen

Thomas Harmsen

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

University of Wisconisin-Madison Bachelor of Science Economics, College for Financial Planning, CFP® Education Program

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Karen E Sebero

Karen E Sebero

Financial Advisor

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Designations

CRPC®, AAMS®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Accredited Asset Management Specialist, College of Financial Planning, 2010, Chartered Retirement Planning Counselor, College of Financial Planning, 2008, B.S. BusinessAdministration, Kennedy Western University, 2005

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Rachael Schmidt

Rachael Schmidt

Financial Advisor

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Top Areas of Focus

  • Investments
  • Investment Management
  • Family Finances

Education

Bachelor Degree, Finance, University of Wisconsin-Green Bay, Green Bay, WI

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Our Staff

Pamela Vanderhoof

Pamela Vanderhoof

Administrative Assistant

Client Service Specialist
Brooke Buelteman

Brooke Buelteman

Client Service Specialist

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Qualifications

  • Associates Degree in Business Management

Roles & Responsibilities

  • Customer Service, Scheduling Appointments and Office Management
Nancy Kruhmin

Nancy Kruhmin

Client Service Specialist

Office Manager
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Roles & Responsibilities

  • Customer Service and Office Management