Lineage Retirement & Wealth Management

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Advisors

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
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
Visit Nick Zanders's website
Rachael Lynn Jacques, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Rachael Lynn Jacques

APMA

Financial Advisor

Visit Rachael Lynn Jacques's website
Brooke C Rose, Financial Advisor serving the Fond du Lac, WI area - Ameriprise Advisors

Brooke C Rose

Financial Advisor

Visit Brooke C Rose's website

Team

Mari Ferro

Mari Ferro

Office Manager,

Client Service Specialist
Anastasia Hopp

Anastasia Hopp

Office Manager,

Client Service Specialist
Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist