About
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.