Our Team
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Our Team of Trusted Financial Professionals
Karolyn McDonald
Operations Manager, Fiduciary, IAR
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.
Michael Ceccio
Client Services Representative, Fiduciary, IAR
Michael supports Arbor Financial by serving clients, assisting in the financial planning process, and managing client data. He is responsible for maintaining clear and direct communication between us and our clients in all service-related matters. Michael likes to spend his free time relaxing with family and friends.
Deana Miller
Financial Advisor
Jessica Perez
Marketing Specialist
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