Our Team of Trusted Financial Professionals
Investment Advisor Representative Client Relationship Manager, Fiduciary, IAR
Andrea is an Investment Advisor Representative and Fiduciary who supports Arbor Financial through client education, financial navigation, and suitable investment needs. She is passionate about helping retirees and soon-to-be retirees achieve their income goals. Her focus is on supporting and empowering women through finance. In her free time, she loves exploring life with her three amazing children, ages 14, 10, and 5.
Marketing, Technology and Production Manager
Olivia coordinates and implements strategic marketing campaigns and events to educate and build partnerships between Arbor Financial of Florida, our nationwide clientele, as well as 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, Olivia enjoys boating, camping and traveling with her two children ages 22 and 12.
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.
Get Your Retirement Planning Questions Answered
Schedule a complimentary 15-minute call with one of our advisors.