Lineage Retirement & Wealth Management

A financial advisory practice of Ameriprise Financial Services, Inc.
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

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.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Our videos

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The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)