Arbor Financial Services Personnel

Capitalizing on decades of real-world experience
Peter C. Claeys

Founder & PresidentPeter C. Claeys

With over 30 years of experience, Peter helps his clients and their referrals reach their financial goals with the least risk necessary...
Andy Krajewski

Wealth ManagerAndy Krajewski

Andy helps his clients and their referrals reach their financial goals and is also spearheading our Athletic Financial Division...
Katie Schwartz

General ManagerKatie Schwartz

Katie is Arbor’s General Manager. She makes sure the staff and firm has what it needs to succeed and that everything runs smoothly...
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Vice President of Research & AnalysisDr. Peter Jankovskis

Dr. J. is our Vice President of Research & Analysis. He supports our Financial Advisors, creates and manages portfolios, and helps his clients reach their financial goals...
Monica Stern

Vice President of AdministrationMonica Stern

Monica is our Vice President of Administration with over 20 years of experience in the financial services industry. She supports our entire firm...
Paul Beran

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...