A team fully committed to you

Our experienced, passionate team of professionals support your priorities with warmth, passion and a commitment to providing personalized guidance informed by a diligent approach to financial planning and investing.

Lineage Financial Partners team
David Kelly
David Kelly, CFP®
First Vice President, Investments
Alec Hagen
Alec Hagen, CFP®, AIF®
Financial Advisor
Peggy Bigelow
Peggy Bigelow
Senior Client Service Associate
Kissa Harden
Kissa Harden
Branch Operations Specialist

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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