Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

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

2021 Ameriprise National Day of Service

The Fond du Lac office held a month-long food drive and donated many items to the local food pantry

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