About - The Lynd Group

Our team

Mike Mansfield
MBA-FP, CFP®

Owner

Debra Mansfield

Founder

Tana Pennington RICP®

Retirement Planner

Cathy Gulden

Director of Operations

Andrea Balding

Client Service Specialist

Strategic Alliances

Connor Sharon CRTP

CKS Taxes

Michael Binger, CFA®

President
Gradient Investments, LLC

Tyler
Ellegard

Investment Analyst

Jeremy Bryan, CFA®

Sr. Portfolio Manager

Keith Gangl CFA®

Portfolio Manager

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.

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®

Cathy Gulden

Andrea Balding

Strategic Alliances

Connor Sharon CRTP

Michael Binger, CFA®

Tyler Ellegard

Jeremy Bryan, CFA®

Keith Gangl CFA®

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®

Tyler
Ellegard

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