Stacy coordinates and implements strategic marketing campaigns and events to educate and build partnerships between Arbor Financial, clients and prospective clients. She oversees the overall operations of video and webinar production and liaisons within the marketing partners and technology implementation efforts. Outside of the office, Stacy spends her time educating and adventuring outdoors with her 2 amazing children, ages 14 and 12.
Karolyn oversees transactions to effectively fulfill the Arbor Financial clients’ needs, and procures material, resources and securing compliance. She takes charge of asset management as well as handles the development and coordination of operational office tasks here at Arbor Financial. Karolyn spends her extra time outdoors, camping and kayaking with family and friends.
Andrea supports Arbor Financial through servicing clients, assisting in the financial planning process, and managing client data. She is responsible for maintaining direct communication between Arbor Financial and its clients in all client communication expectations and all service-related matters. In her spare time, Andrea is a loving mother to 3 incredible children, ages 12, 9 and 4.