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.



Our advisors

Thomas Harmsen, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Thomas Harmsen

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Thomas Harmsen Visit Thomas Harmsen'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
Learn more about Mark Rasner Visit Mark Rasner's website
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
Learn more about Nick Zanders Visit Nick Zanders's website

Our team

Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist

Mari Ferro

Mari Ferro

Office Manager,

Client Service Specialist
Anastasia Hopp

Anastasia Hopp

Office Manager,

Client Service Specialist