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The Lineage Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

The Lineage Group is a small financial services practice based in Orland Park, Illinois, founded in 2000. It operates as the marketing name for securities, insurance, and investment advisory services offered through Woodbury Financial Services, Inc., a FINRA/SIPC member firm. The arrangement provides guidance and planning across investments and life milestones, with the aim of helping clients progress toward financial freedom. The approach centers on developing a multi-faceted plan that coordinates assets toward a common strategy and remains adaptable to future needs. The client base is described as individuals seeking trusted, transparent financial guidance, including those navigating major milestones. The firm emphasizes honest guidance as a foundation for the planning process, working with clients to ensure assets are aligned with long-term goals.

Find The Lineage Group employees' phone numbers or email addresses

The Lineage Group Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

The Lineage Group's Leadership

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

The Lineage Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from The Lineage Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. R.
    Owner
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    D. E.
    Administrative Assistant
    Mobile Phone
    United States
    May 28, 2026

Frequently Asked Questions

What is The Lineage Group known for?

Minus sign iconPlus sign iconThe Lineage Group was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-708-460-****
. Explore The Lineage Group's company overview page for more information.

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

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconThe Lineage Group has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, The Lineage Group's key employees include:

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

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