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    • Home
    • My Role
    • About Us
    • Teacher Benefits
    • Services
      • Investment Services
      • Insurance Services
      • Fiduciary Services
      • Financial Planning
    • Contact Us
    • In the News
      • Articles
      • Videos
  • Home
  • My Role
  • About Us
  • Teacher Benefits
  • Services
    • Investment Services
    • Insurance Services
    • Fiduciary Services
    • Financial Planning
  • Contact Us
  • In the News
    • Articles
    • Videos

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

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC


 LPL Financial Form CRS   www.lpl.com/CRS 


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: 

AL, AZ, CA, CT, FL, GA, KS, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TN, TX, VA, VT.