About - The Lynd Group

Our Team

Mike Mansfield
MBA-FP, CFP®

Owner

Debra
Mansfield

Founder

Tana Pennington RICP®

Retirement Planner

Owen Hill

Financial Advisor

Cathy
Gulden

Director of Operations

Andrea
Balding

Client Service Specialist

Hadlie
Hill

Client Service Specialist

Strategic Alliances

Connor Sharon CRTP

CKS Taxes

Glenn Wallwork

Tax Professional

Michael Binger, CFA®

President
Gradient Investments, LLC

Keith Gangl, CFA®

Senior Portfolio Manager
Gradient Investments, LLC

Tyler Ellegard, CFA®

Senior Portfolio Manager
Gradient Investments, LLC

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.

Michael J. Mansfield, MBA-FP, CFP®

Owner and Financial Planning Consultant:
The Lynd Group Advisors, LLC

Michael Mansfield is the owner of The The Lynd Group Advisors, LLC, a State Registered Investment Advisory firm in his hometown of Ventura, California. Every facet of Michael’s history exemplifies his passion for helping others and his natural affinity for leadership: he earned his Eagle Scout award at age 16 and later honorably served as a Cavalry Scout with the United States Army. Michael attended Ventura College before he enlisted, then continued on with his education after his military service. He was extended an opportunity to work with a private financial planning firm while earning his Bachelor’s Degree in Business Administration from Cal State San Bernardino. It was there that he developed the passion for finance and insurance that continues to guide him.

Today, Michael boasts an impressive set of financial credentials and experience: He is a Certified Financial Planner™ practitioner, Michael is an investment advisor representative, and a former registered representative of a broker/dealer. Additionally, Michael is Life/Accident & Health licensed in California. To show his true commitment to the financial profession and his clients, Michael has obtained his Master of Business Administration in Financial Planning (MBA-FP) from California Lutheran University. For Michael, effective financial planning begins when the reality of the numbers and the needs of the individual intersect: the numbers determine the potential options, but the person sets the path.

As a result, Michael is dedicated to educating his clients about the strategies and tools he suggests, not just presenting them with a product, so that they have the knowledge necessary to help them make the decision that is best suited to meet their needs. In his view, financial planners are most beneficial when they analyze the portfolio of a client and, based on their findings, develop a variety of recommendations that would provide the client with the best statistical opportunities for success. The client would then be able to select the option most closely matched to their unique needs. Michael is also an accomplished author of two books: The Wealth Puzzle: A Fiduciary’s Guide to Proper Retirement Planning and How Your “Financial Planner” Failed You: Retirement Income Planning Essentials. Feel free to call our office for a complimentary copy.

Mike and his wife have 4 daughters and they love a variety of outdoor sports and activities. When not performing service for his church and community, you can find him playing racquetball at the gym.

Our Team

Mike Mansfield MBA-FP, CFP®

Debra Mansfield

Tana Pennington RICP®

Owen Hill

Cathy Gulden

Andrea Balding

Hadlie Hill

Strategic Alliances

Connor Sharon CRTP

Glenn Wallwork

Michael Binger, CFA®

Keith Gangl, CFA®

Tyler Ellegard, CFA®

Tyler Ellegard, CFA®

Senior Portfolio Manager

Hadlie Hill

Cathy Gulden

Director of Operations

Glenn Wallwork

Certified Tax Professional

Owen Hill

Financial Advisor

Andrea Balding

Client Service Specialist

Keith Gangl, CFA®

Portfolio Manager

Jeremy Bryan, CFA®

Sr. Portfolio Manager

Tyler Ellegard

Investment Analyst

Mariann Montagne, CFA®

Portfolio Manager of Gradient Investments, LLC

Michael Binger, CFA®

President of Gradient Investments, LLC

Katelyn Prieto

Tax Specialist

Cathy Gulden

Director of Operations

Connor Sharon CRTP

CKS Taxes

Tana Pennington RICP®

Retirement Planner

Debra Mansfield

Founder: The Lynd Group, LLC

Michael J. Mansfield, MBA-FP, CFP®

Owner and Financial Planning Consultant:The Lynd Group Advisors, LLC

Mike Mansfield
MBA-FP, CFP®

Debra
Mansfield

Cathy
Gulden

Andrea
Balding

Hadlie
Hill

Owner and Financial Planning Consultant:
The Lynd Group Advisors, LLC