8401 Greenway Boulevard Suite 212 Middleton , WI 53562

Mary Lynch serves as a senior wealth transfer specialist based in Savant’s Middleton, Wisconsin, office, where she focuses on wealth transfer and trust and estate administration strategies for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Financial Advisor (CTFA), Mary is knowledgeable in all areas of financial planning, including proactive income and estate tax planning, philanthropic strategies, retirement income and death benefit optimization, insurance needs analysis, debt management, and education funding.

Involved in financial planning for 15 years, Mary previously worked as a financial planning associate for an advisor serving high-net-worth families in New England. Earlier in her career, she spent nearly a decade in Poland, Russia, and Central and Eastern Europe working in project management.

Mary earned a bachelor’s degree in art history from Northwestern University in Evanston, Illinois, and a Master of Business Administration (MBA) with a concentration in general management from the University of Chicago Booth School of Business.

When not in the office, Mary enjoys cooking, gardening, renovating her 100-year-old home, and caring for her lively group of chihuahuas. She also loves exploring new places, from international trips to spontaneous weekend road adventures.

Articles &
Media

Tax Filings after Death

Small Accounts, Big Problems: Why Beneficiary Designation Matters

Education &
Designations

Northwestern University
Bachelor of Arts in Art History
University of Chicago, Booth School of Business
Master of Business Administration (MBA) with a concentration in General Management
CERTIFIED FINANCIAL PLANNER® professional
Certified Trust and Financial Advisor (CTFA)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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