Our Team

Monica Stern
Peter C. Claeys

Monica Stern

Vice President, Administration

Monica has more than 20 years of experience in administration, of which at least 15 were specifically working with the computer systems and procedures of LPL  Financial.

Monica is the backbone of Arbor Financial Services. Starting with Peter at the inception of the firm, Monica has held the role of Vice President running all aspects of administration and client services including responsibilities as Business Manager in the firm’s formative  years.

Before joining the firm, Monica worked over 7 years with a boutique investment firm in Frankfort, Illinois as the Client Services Manager.  Prior to that, she worked for Van Kampen Investments as a UIT Trader.

Her pre-employment test scores in memory, logic, and accuracy were in the upper 90th percentile nationwide.

Monica thoroughly enjoys helping our clients and making sure all of our staff is supported.

Monica and her husband have lived in Schererville, Indiana for over 10 years.