About Us
BILL MANN - OWNER
KAREN KALACH - CLIENT SERVICES ASSISTANT AND WEB SUPPORT SERVICES
SUSAN CONNELLY - LPL REGISTERED SALES ASSISTANT
When I'm not planning your financial future, I love to spend time with my family participating in outdoor recreation, like fishing, hiking and tennis. We have two kids in high school (help!) and run around like most parents. We enjoy volunteering and caring for our pets - Donut, Lucy and Barlow. Our favorite places to visit are Vermont an
When I'm not planning your financial future, I love to spend time with my family participating in outdoor recreation, like fishing, hiking and tennis. We have two kids in high school (help!) and run around like most parents. We enjoy volunteering and caring for our pets - Donut, Lucy and Barlow. Our favorite places to visit are Vermont and Cape Cod. Please feel free to contact me at LPL Financial with any questions. bill.mann@lpl.com
SUSAN CONNELLY - LPL REGISTERED SALES ASSISTANT
KAREN KALACH - CLIENT SERVICES ASSISTANT AND WEB SUPPORT SERVICES
SUSAN CONNELLY - LPL REGISTERED SALES ASSISTANT
Sue has been assisting Bill at The Financial Architect for 15 years. She is a licensed LPL Registered Sales Assistant who is qualified to directly assist clients with their accounts. She enjoys spending time with her husband of twenty-five years, and her family, a grown son and daughter. Her latest past time is hiking in the Berkshire
Sue has been assisting Bill at The Financial Architect for 15 years. She is a licensed LPL Registered Sales Assistant who is qualified to directly assist clients with their accounts. She enjoys spending time with her husband of twenty-five years, and her family, a grown son and daughter. Her latest past time is hiking in the Berkshires of Massachusetts.
If you have questions on account maintenance, email Sue. susan.connelly@lpl.com
KAREN KALACH - CLIENT SERVICES ASSISTANT AND WEB SUPPORT SERVICES
KAREN KALACH - CLIENT SERVICES ASSISTANT AND WEB SUPPORT SERVICES
KAREN KALACH - CLIENT SERVICES ASSISTANT AND WEB SUPPORT SERVICES
Karen has 30+ years experience in the Administrative field in the corporate, education and insurance industries. She handles all aspects of client related communication and organization through the web and traditional formats. She is married and has a son and a daughter. They enjoy the beach, sitting around the firepit and watching sport
Karen has 30+ years experience in the Administrative field in the corporate, education and insurance industries. She handles all aspects of client related communication and organization through the web and traditional formats. She is married and has a son and a daughter. They enjoy the beach, sitting around the firepit and watching sports together.
If you need any contact information updated or forms updated, email Karen. karen.kalach@lpl.com