Michael Lynch, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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

Mike has been a financial advisor for more than 32 years. During that time he has developed strong, long-term client relationships built on trust, service and his constant consideration for the wellbeing of his clients.

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

Mike graduated from the University of Wisconsin - Milwaukee, earning a Bachelor of Business Administration degree with emphasis in marketing and finance. He has 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.

In 2018, Mike received the Forbes/SHOOK Best-In-State Wealth Advisor award.

In his free time, Mike enjoys golf and travel. He is also actively involved with several different nonprofit organizations, including MACC Fund, Children’s Hospital, and fundraising for the Multiple Sclerosis Society and the Cystic Fibrosis Foundation.

Sandra Ellis

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 passed the Series 6, 7 and 63 exams. In 2011 and 2018, 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. Sandra also enjoys volunteering as an office assistant and member of the Speaker’s Bureau for the Ronald McDonald House charities of Eastern Wisconsin.

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 has passed the Series 7 and 66 exams.

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.