2001 Butterfield Road Suite 500 Downers Grove, IL 60515
(+1) 630-701-9080
Arbor Financial Services Personnel
Capitalizing on decades of real-world experience
Founder & Senior Wealth ManagerPeter C. Claeys
With over 30 years of experience, Peter is a wealth of knowledge to the team at Arbor and continues to help his clients reach their financial goals with the least risk necessary...
President & Wealth ManagerKatie Schwartz
Katie is Arbor’s President and newest Wealth Manager. She helps her clients and all new referrals along the path to financial success...
Chief Investment Officer & Wealth ManagerDr. Peter Jankovskis
Doc is our Chief Investment Officer, as well as a Wealth Manager. He supports our Financial Advisors, creates and manages portfolios, and helps his clients reach their financial goals...
Vice President of AdministrationMonica Stern
Monica is our Vice President of Administration with over 25 years of experience in the financial services industry. She supports our entire firm...
Client Services ManagerPaul Beran
Paul is our Client Services Manager with over 10 years of experience in the financial services industry. He is the go-to for all of your servicing questions...
We bring decades of global experience and knowledge to guide our clients through new and often disruptive realities.
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(+1) 630-701-9080
2001 Butterfield Road Suite 500 Downers Grove, IL 60515
We are a family business, not affiliated with any other location that may carry the same or similar name.