About Mike Puls

ARBOR Financial Services was founded by Michael Puls in the summer of 2003. ARBOR grew out of Michael's deep desire to provide clients with the personal, one-on-one expertise and guidance they need to pursue their financial and life goals.

As a 20-year veteran of the financial services industry, Michael uses his skills as a corporate and mortgage lender and financial consultant. He has worked for Fortune 500 companies such as Pitney Bowes, Wells Fargo, and Merrill Lynch.

In light of the excesses and scandals in the corporate world in the late 1990s, Michael developed an investment discipline geared toward socially responsible investing—the fastest-growing investment discipline on Wall Street. ARBOR clients own investments that are not only screened for good public stewardship, but also for good corporate governance practices and good growth possibilities.

ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR strives to provide clients with an extremely positive experience.


Commonwealth Research Team

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Peter Essele

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Jim McAllister

Jim McAllister, CFA®

Director, Equity Research

Nicholas Follett

Nicholas Follett

Manager, Fixed Income

Brian McCormick

Brian McCormick, CIMA®

Manager, Investment Management and Research

Fred DeBaets

Fred DeBaets

Portfolio Manager, Investment Management and Research

Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Andrew Kitchings

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Management and Research

Anu Gaggar

Anu Gaggar, CFA®, FRM®

Senior Research Analyst, Equity

Robert Kane

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Chris Stuart

Chris Stuart, CFA®

Senior Research Analyst, Equity

Eduardo Ciuffo

Eduardo Ciuffo, CFA®

Research Analyst, Real Assets

Sam Millette

Sam Millette

Research Analyst, Fixed Income

Thomas Ryan

Thomas Ryan

Research Analyst, Equity

Rob Swanke

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Peter Roberto

Peter Roberto

Research Associate, Equity

Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research