Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Mark Rasner

CFP®, BFA, 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

APMA

Financial Advisor

Chief Operating Officer of Lineage Retirement & Wealth Management
Learn more about Nick Zanders Visit Nick Zanders's website

Brooke C Rose

APMA

Financial Advisor

Learn more about Brooke C Rose Visit Brooke C Rose's website

Rachael Lynn Jacques

APMA

Financial Advisor

Learn more about Rachael Lynn Jacques Visit Rachael Lynn Jacques's website


Our team

Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist

Mari Ferro

Mari Ferro

Office Manager,

Client Service Specialist
Pamela Vanderhoof

Pamela Vanderhoof

Client Service Specialist