Our Team of Trusted Financial Professionals
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.
Client Services Representative, Fiduciary, IAR
Michael supports Arbor Financial through servicing clients, assisting in the financial planning process, and managing client data. He is responsible for maintaining direct communication between Arbor Financial and its clients in all client communication expectations and all service-related matters. Michael likes to spend his free time relaxing with family and friends.
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