About Financial Brokerage Services
Financial Brokerage Services, based in Cabin John, Maryland, provides financial planning and wealth management for individuals and full-service employee benefit design for corporations throughout the country.
Paul ("Kit") Arbo, CLU, ChFC, AEP
Kit, founder and President of Financial Brokerage Services, has over 25 years of experience in employee benefits, insurance and estate/financial planning. He holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner. Kit is a graduate of the University of Virginia and holds an MBA in International Management from the American Graduate School of International Management.
Bob offers more than 20 years experience as a financial planner and investment counselor. He is a designated registered investment advisor and a general securities principal of Boston-based MHA Financial Corporation. He is a Phi Beta Kappa graduate of Boston College and a graduate summa cum laude of Georgetown University Law School.
Jennifer M. Carroll, CBC
Jennifer, a partner in Financial Brokerage Services, has over 14 years of experience in employee benefit design, implementation and administration. Jennifer has multiple roles within the organization including group insurance sales and service as well as overseeing corporate operations. Jennifer is an active member of the National Association of Health Underwriters, the Society for Human Resource Management and the International Foundation for Employee Benefit Plans.
Michele L. Baker, CBC
Michele is the Senior Account Specialist for Financial Brokerage Services and has been with the firm for over 10 years. Michele is responsible for servicing the firm’s Health and Welfare national accounts clients (10,000+ employees) and specializes in the sales and service of individual health and consumer directed health plans. Michele is a Chartered Benefit Consultant.
Kathleen Karns
Katie is responsible for the managing customer service issues for our group clients including eligibility updates, claims escalations and communications.
