Glenn Wallwork is a Certified Tax Professional with over 15 years of experience helping individuals and families navigate the complexities of the tax code. With a commitment to providing exceptional customer service, Glenn offers personalized tax advice and planning tailored to each client’s unique situation. He continuously enhances his expertise through ongoing education and research, ensuring he stays up-to-date with the latest tax laws and strategies that can benefit his clients.
Each tax return is carefully prepared with attention to detail, ensuring all possible deductions and credits are utilized to maximize savings. Glenn takes pride in his thorough approach, treating every return with the seriousness and care it deserves. His goal is to provide peace of mind to clients, knowing that their financial documents are in capable hands.
Glenn grew up in San Jose, California, where he met his wife, Marie, at the age of 12. They later married and raised three children together. This personal background gives Glenn a deep understanding of family dynamics and the financial planning needs that come with it. Glenn is dedicated to building lasting relationships with his clients, ensuring their financial success year after year.
Outside of work, Glenn enjoys staying active through pickleball and surfing, and he’s always working on remodeling his home. These hobbies reflect his passion for staying engaged and hands-on, both in his professional and personal life.
Owen Hill is a driven and results-oriented financial professional with a solid understanding of the complexities of wealth management. He graduated from the esteemed Marriott School of Business at Brigham Young University with a Bachelor of Science in Finance, where he honed his analytical and critical thinking skills.
With a dedication to lifelong learning, Owen is currently preparing for the Series 65 examination to become a Registered Investment Advisor. He has already successfully obtained his Life and Health Insurance license, demonstrating his commitment to expanding his knowledge and providing comprehensive financial guidance to his clients.
Owen possesses a strong foundation in financial principles, built upon over five years of dedicated study encompassing rigorous coursework and valuable internships alongside current real-world experience. This immersive journey has provided him with a nuanced understanding of financial markets, investment strategies, and the intricacies of wealth planning.
Owen is passionate about helping individuals and families achieve their financial goals. He believes in building long-term, trusting relationships with his clients, providing personalized guidance tailored to their unique needs and aspirations.
Contact him at: Owen@TheLyndGroup.com
Andrea is one of the main points of contact as a “Client Service Specialist”. Born and raised in Ventura California, she has developed a passion for helping in her community through individual & group service activities. Every facet of Andrea’s history exemplifies her passion for helping others, and it shows through her work ethic and values. Andrea possesses a specific set of customer service driven abilities that allow her to quickly connect with everyone in a professional and genuine manner. Away from the Lynd Group, Andrea loves spending time with her family and two beautiful boys creating long lasting memories.
Keith Gangl, CFA®, serves as a portfolio manager for Gradient Investments, LLC. Gangl brings over 22 years of institutional investment management experience to Gradient Investments. Gangl has a long successful track record of investment performance through various market cycles and has extensive knowledge of equity markets.
Prior to Gradient, Gangl worked as a senior portfolio manager for over 18 years covering various asset styles and market capitalizations for Thrivent Financial. He was on a team overseeing several billion dollars in assets. Gangl while managing the fund twice won a Lipper Leader Award, which is given to a fund that excels in providing consistent strong risk-adjusted performance relative to their peers. As a senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection metrics and volatility controlled parameters. Gangl helped start and develop the quantitative department improving portfolio construction and risk monitoring tools.
Gangl graduated from St. John’s University earning a Bachelor of Arts in Math and Computer Science. He received his Master of Business Administration graduate degree from the University of St. Thomas. Gangl is a CFA® and a member of the Twin Cities Society of Security Analysts.
Gangl has been featured in Investor’s Business Daily, quoted in Bloomberg, Wall Street online, Reuters, Yahoo! News and other local and national publications.
Jeremy Bryan, Chartered Financial Analyst®, serves as portfolio manager for Gradient Investments, and brings over 15 years of investment experience to the team. Prior to joining Gradient Investments, Bryan spent several years working with investment advisors and their clients to design and manage investment portfolios. His in-depth knowledge of the private client market, along with his expertise in asset allocation, investment analysis and risk assessment gives him a unique perspective into the investment markets.
Bryan worked as an equity analyst at Deephaven Capital Management in Minneapolis and Surveyor Capital in New York City. Most recently, he was an equity portfolio manager at Alerus Financial in Minneapolis, where he oversaw more than $2 billion of assets under management.
Bryan was born and raised in Minnesota. He earned his bachelor’s degree in finance from St. Cloud State University in St. Cloud, Minnesota and his master’s degree from the University of St. Thomas in Minneapolis. Bryan earned his CFA designation in 2010 and is a member of CFA Institute. He also remains actively involved with the CFA Society of Minnesota.
Tyler Ellegard serves as an Investment Analyst for Gradient Investments, LLC. His primary role with GI will be assisting the Portfolio Managers with analysis of portfolio performance and assisting with the proprietary investment analysis on individual security selection.
Prior to Gradient , Tyler worked for US Bancorp in Minneapolis, MN as a Wealth Management Advisor where his primary responsibility was building custom investment portfolios tailored to clients specific investment objectives and risk tolerences. Tyler is a graduate of the University of Minnesota with a Bachelor of Science degree in Applied Economics with an emphasis in Finance and is currently a CFA Level 2 candidate.
Mariann Montagne, CFA® serves as a Senior Investment Analyst for Gradient Investments, LLC. She has 20 plus years of experience working with both institutional and high net worth clients, and has amassed a strong breadth of investment experience during her tenure. This includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds.
Prior to joining Gradient Investments, she was the Senior Investment Analyst and co-Portfolio Manager for a Minneapolis-based Registered Investment Advisor with over $500 million in assets under management. Montagne was involved in security selection, portfolio management, client presentations and setting strategic direction for the investment department. Her coverage included individual securities, ETF’s and mutual funds in the equity, fixed income and alternative asset classes. Prior to that, she was a Senior Investment Analyst at Thrivent Asset Management examining industry sectors and selecting individual equities. Montagne also spent several years at Munder Capital Management as the assistant director of research along with covering growth and value equities.
Montagne served for seven years on the Global Board of the Consumer Analyst Group of New York (CAGNY), including posts as president and conference chair.
She is a Chartered Financial Analyst and a member of both the CFA Society of Minnesota and the CFA Institute. Montagne is an alumnus of the University of Detroit where she graduated cum laude with a Finance major and an English minor.
Montagne’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post, and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.
Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Michael brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Michael has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
Michael started his investment career in Minneapolis with Lutheran Brotherhood in 1987 and gained experience managing assets in a variety of asset classes including convertible bonds, small cap equities and large cap equities. When Lutheran Brotherhood and Aid Association for Lutherans merged in 2001 to become Thrivent Financial, Michael was selected to work as the senior portfolio manager on the Large Cap Growth Team and Large Cap Alpha Team managing over $3 billion in assets. As the senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection parameters and volatility controlled umbrellas.
Michael graduated from the University of Minnesota earning a Bachelor of Science in Business Administration-Finance. He graduated with honors and was the University of Minnesota’s “Wall Street Journal Award Winner.” Michael is a CFA® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Michael’s media highlights include providing market insight on CNBC, Bloomberg TV and Bloomberg Radio. He has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.
Katelyn provides support to our Tax Preparation and Tax Planning Portion of the business. She has continued her background education through California’s Tax Education Council (CTEC). This background gives her an immense amount of knowledge on Tax Preparation and Data Entry which is a valuable asset to our clients. In her free-time, she enjoys spending time with her two kids, and hiking with her dogs in Ojai.
Contact her at Katelyn@TheLyndGroup.com 805-500-7035 EXT. 808
Cathy is the Director of Operations at The Lynd Group. Born in Milwaukie, Wisconsin, she moved with her family to Ventura, California and graduated from Buena High School. Cathy brings over thirty years of banking knowledge and experience to The Lynd Group, acquired from working as a branch manager of a local community credit union.
During her career, she had the opportunity to attend many training classes, seminars, workshops, and network with others in her industry. She is a certified IRA Specialist, a graduate of the Creating Member Loyalty Program, as well as a commissioned Notary Public. She has a passion for providing excellent customer service by cultivating and nurturing personal relationships with clients based on their individual needs and preferences. She is energetic, detail-oriented and driven, which allow her to connect with her clients and maintain great human relation skills.
Cathy enjoys the outdoors, hiking, biking, and spending time with family. She also enjoys volunteering personal time to assist with local charity events.
Contact her at Cathy@TheLyndGroup.com 805-500-7035.
Connor is our main referral tax specialist with CKS Tax Services. He is a California Registered Tax Preparer (CRTP) and a Certified QuickBooks Professional. He offers tax preparation and bookkeeping services for small businesses and individuals. Connor Graduated Summa Cum Laude from Southern New Hampshire University with his Bachelors in Accounting. He is currently studying to take the CPA exam and has completed all education and work-experience requirements for the credential. When he’s not at the office, you will find Connor surrounded by his family or hiking the mountains of Ojai with his dogs. Contact him at (805) 272-8049
Contact him at Connor@CKSTaxes.com
Tana is a Retirement Planner for The Lynd Group Advisors, LLC. Tana was born and raised in Ventura, California. She graduated Summa Cum Laude from the University of Utah with a Bachelor of Science degree in Mass Communication and an alumnus of Alpha Chi Omega Sorority. Tana is a proud holder of the Retirement Income Certified Professional designation, RICP®, through the American College of Financial Services and Life/Accident & Health license in the state of California and Texas. With this, she serves as an in-house Medicare specialist with a focus on retirement income planning.
Tana has over 16 years of professional business management experience in the private sector. At the helm of a locally owned business, she was able to navigate the company successfully despite the challenges of competing with major national chain stores. Tana’s management style fostered loyalty, cohesion, and increased productivity. She credits their success on building a strong team and a high level of customer service.
Tana enjoys spending time outdoors with her husband and four children. One of her greatest achievements is balancing family and work. As a native of Ventura County, she has a great love for the area.
Contact her at Tana@TheLyndGroup.com 805-500-7035 x804.
Owner of The Lynd Group LLC, a retirement income planning firm Debra brings over 20 years of experience as a realtor in the California market. After helping many of her clients through the challenges of financially committing to owning a home while trying to manage their personal finances and prepare for the future, she has come to recognize a need for truly qualified financial and insurance professionals that are passionate about providing for the needs of their clients and their families.
This passion for quality is what led her to establish The Lynd Group LLC. Through the Lynd Group LLC, she has been able to build a team that is committed to providing clients with competent, considerate and experienced financial and insurance planning services. Debra currently holds a Real Estate license in California. She also carries a Life & Accident license in many states. Debra actively attends educational events nationally to maintain her licensing and further her knowledge base for her clients.
Debra is married to her high school sweetheart, and is a mother of three and grandmother to eight as well. She enjoys cooking, social gatherings, spending time outdoors with her dogs, and is most content when working on a project.
Contact her at Debra@TheLyndGroup.com 805-500-7035 x801.
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.
Contact him at Michael@TheLyndGroup.com
805-500-7035 x802.