The Lineage Group Employee Directory

Financial ServicesUnited States2-10 Employees

Since 2000, we have worked with clients to help direct them towards the goal of attaining financial freedom.  It has been our pleasure and privilege to be the trusted advisors for hundreds of clients.  We have a passion for helping people with their investments, as well as being a resource as they live through many major milestones. 

We believe that finding an advisor you can trust to provide honest advice is how you get the best results.  Once we make sure that our expertise fits with your needs we work through our process together to build a multi-faceted plan that encompasses all of your personal needs and financial goals.  Making sure that your assets are aligned with a common strategy is how we build a plan that is in sync and ready for whatever the future might bring.

The Lineage Group is a marketing name for  securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc.  Member FINRA/SIPC.

Find The Lineage Group employees' phone numbers or email addresses

The Lineage Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

The Lineage Group's Leadership

  • Stylized image of a person
    R. R.
    Owner
    Phone icon
  • Stylized image of a person
    D. E.
    Administrative Assistant
    Phone icon

Contact profiles from The Lineage Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. R.
    Owner
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    D. E.
    Administrative Assistant
    Phone icon
    United States
    Sep 08, 2025

Frequently Asked Questions

What is The Lineage Group known for?

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The Lineage Group was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 16620 S. 107th Court, Orland Park, IL 60467, US; you can contact the main corporate office by phone at . Explore The Lineage Group's company overview page for more information.

What is The Lineage Group's most common email format?

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The Lineage Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Lineage Group email formats with LeadIQ.

How many employees does The Lineage Group have currently?

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The Lineage Group has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are The Lineage Group's key employees and leadership?

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As of October 2025, The Lineage Group's key employees include:

  • Owner: R. R.
  • Administrative Assistant: D. E.

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