With more than 30 years of experience as a Financial Advisor, Karen has been dedicated to helping her clients nationwide to meet their financial objectives. She focuses on managing assets for individuals, trusts, retirement plans, charitable organizations and businesses.

By taking a long-term investment approach, Karen helps clients develop and implement strategies for building their wealth and realizing their goals. Her approach is more holistic in application, focusing on quality of life and wrapped with the comfort of long lasting financial security. Her mission is to provide objective, timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for her clients.

Karen resides in Avon, CT and enjoys gardening and interior design. She has two children, Christopher and Erik Lundberg. Karen has a BA degree from Allegheny College and a post-graduate paralegal certification from Adelphi University. Karen also holds the professional Accredited Investment Fiduciary (AIF) designation.

As a third generation Financial Advisor, Christopher Lundberg, carries forward the mission of his grandfather, Hugh A. Blanchard and his mother, Karen. He offers a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources – including research analysts and economic and market experts-Chris will help you make informed investment decisions based on your specific needs.

Chris resides in Burlington, CT and previously spent ten years in law enforcement. Chris is an avid runner and also enjoys skiing and biking. Chris is a graduate of Union College with a BA in History and Suffolk University with a MS in finance. Chris lives in West Hartford with his wife Lauren, daughter Chloe, and son Jack.

Dominic Zmarlicki is a Client Associate for the Blanchard Lundberg Financial Group of Wells Fargo Advisors in Farmington and Glastonbury Connecticut. He has been in the finance industry for two years, having joined Blanchard Lundberg after transitioning from a banking position. From his prior experience working with specialized clients, Dominic has developed a passion for serving his clients' needs and exceeding their expectations.

Dominic is a Connecticut native who loves to travel, having been to 49/50 states and 16 countries. He also enjoys cooking, hiking, and spending time with his family.