We’re Different… We’re Retirement Professionals
Utilizing our comprehensive team approach gives you the benefit of specialists in all areas of income planning, investment management, asset protection, estate planning, tax planning, and more, wrapped up in one choreographed process.
People are tired of having multiple advisors and professionals who do not communicate. With this in mind, you have access to our team of professionals (attorneys, accountants, etc.). After your complimentary consultation, we can help as a liaison and save you time by bringing a complete team to the table at our office. We also can act as your personal CFO, discussing if or when other professionals are needed to help save time and money. We are committed to bringing value to you from day one.
John Wingo is a retirement planner and counselor with a focus on retirement income planning and asset preservation for families, business owners, and retirees. He is an accomplished business owner and consultant, a Certified Retirement Coach, and the founder/director of Retirement by Design. With over 25 years of active experience in the financial and estate planning industry, John is committed to assisting families, business owners, and retirees with their financial, retirement and estate planning goals.
John has built a reputation with his colleagues and clients as a personally engaged problem-solver while providing exceptional customer service. Using an education-based approach to income planning, he is a frequent public speaker and has been invited to be the keynote speaker for many groups focused on retirement, estate, and long-term care concerns facing families and retirees today. He can often be heard on talk radio discussing the importance of planning for a successful retirement.
John is a member of the Shreveport Club and the National Ethics Association, as well as several other professional, charitable, and golfing organizations. He enjoys traveling with his wife, spending time with his grandchildren, playing golf, and working on his upcoming book about retirement planning. He and his wife, Catherine, live in Shreveport. They have five children and four grandchildren.
Michael R. Wallin, a Certified Financial Planner™ professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan. Through a consultative approach with the client, he explores what is important to the client now and in the future. Having spent more than 20 years in case consultation, analysis, and design, Michael has extensive experience building financial plans designed to reach a client’s financial independence.
Allen Hargis, a Certified Public Accountant (CPA) and Registered Income Consultant Professional (RICP), brings more than three decades of tax, income, and wealth accumulation experience to the team. As a retired Colonel of the Arkansas National Guard after 36 years of service, and with experience leading a battalion of 700+ soldiers in the Iraq War, he brings a calm demeanor and laser-focused discipline to the team.
Lineage Law is owned and operated by Stephanie Prestridge. Stephanie graduated magna cum laude from Louisiana College in 1998 and completed her legal studies at Loyola University New Orleans College of Law in 2004. While in law school, she was invited to participate in the Loyola Law Review and was a member of the International Law Moot Court team. Stephanie spent the first few years of her career litigating business, insurance, and family law matters, until she discovered the field of estate planning when her grandfather became ill and required nursing home care. That experience forced her to rethink her personal goals as a legal professional, and to focus her practice solely on helping families with estate planning and related legal issues. Stephanie is a member of the Louisiana Bar Association and the Trusts, Estate, Probate & Immovable Property Section, the National Association of Estate Planners and Councils, and she has been accredited by the Department of Veterans Affairs (“VA”) to prepare, present, and prosecute claims for veterans before the VA. She has been admitted to practice law in the State of Louisiana since 2005.