Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Investment Management
  • Family Finances

Community participation

Lineage Retirement & Wealth Management - Community participation photo

2019 Ameriprise National Day of Service

The Fond du Lac office volunteered at the Fondy Food Pantry during Walleye Weekend 2019

  • Fond du Lac Association of Commerce Member
  • Home Builders Association of Fond du Lac & Dodge Counties