About Us

BILL MANN - OWNER

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 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.  

SUSAN CONNELLY - OFFICE MANAGER

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Sue has been working with Bill for over ten years.  She brings her excellent organizational and customer service skills to a position that requires constant prioritizing.  As Office Manager she responsible for all aspects of client account maintenance . Sue enjoys spending time with her family and friends going to concerts and decorating her home. 


If you have questions on account maintenance, email Sue.  susan.connelly@lpl.com

KAREN KALACH - ADMINISTRATIVE ASSISTANT

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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