Our Team
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Our Team of Trusted Financial Professionals
Karolyn McDonald
Chief Operating Officer
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.
Phong Truong
Chief Client Officer
Jessica Perez
Chief Marketing Officer
Sheila Spirito
Director of Client Services
Jasmine Sizemore
Office Administrator
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