Michael Lynch, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

262-241-2334 | Email |
262-241-2339

Qualifications

Michael R. Lynch has been a full-service Financial Advisor for over 24 years. During that time he has developed strong, long-term client relationships, built on trust and service.

Mike’s areas of specialty include individualized retirement planning and investment management. Mike has extensive experience in assisting high net worth clients with services including investment of transition dollars, reinvestment of qualified rollover money, tax-exempt municipal bonds, customized equity portfolios with a total return bias and customized hedging strategies.

Michael graduated from the University of Wisconsin – Milwaukee, earning a bachelor’s degree in business administration with emphasis in marketing and finance. He completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs.

Personal

Mike enjoys coaching his two children, Matthew in tennis and Kendall in Basketball. Michael is actively involved with several different non-profit organizations. He is involved with Children’s Hospital and fundraising for the Multiple Sclerosis Society.

Sandra Ellis

Branch Service Manager/Investment Associate

262-241-2322 | Email
262-241-2339

Sandra began her career in the financial industry in 1994. She is in charge of facilitating all administrative duties needed to help you achieve your financial goals. Sandra is meticulous in detail and thrives on providing excellent customer service, always putting the client first. Sandra has attained her series 6, 7, and 63 investment advisor registrations. In 2011 she won RBC Wealth Management's Award of Excellence.

Sandra lives with her husband, Ryan, and daughter, Kennedy. She has a passion for travel and adventure. When possible, Sandra likes to get outside to go hiking and ride her bike.

Susan Goffiney-Walton

Registered Client Associate

262-241-2327 | Email
262-241-2339

Susan joined the Lynch Group with RBC Wealth Management in 2016. She performs many of the team’s operational and administrative functions, including servicing clients, processing account forms and paperwork, maintaining account records and preparing client correspondence. Susan holds both the Series 7 and 66 licenses.

Susan has lived in Mequon for the last 12 years along with her husband, Michael, and son, Samuel. She keeps busy by being a true soccer mom to her son, volunteering for his extra-curricular activities. Susan also enjoys volunteering for Community Projects for Seniors and spending time outside.