Our Team

Charles Orlando, CPA

Client Services Associate

Charles Orlando is our Client Services Associate. Charles brings years of dedication and experience to the team. Charles has practiced corporate and personal tax for over 20 years. His hardwork and passion is what makes him excel at...

Heather Donohue

Healthcare Coordinator and Client Liaison

(585) 465-5062

Heather Donohue is our Administrative Associate. She has her Life, Accident & Health Insurance License. She has a diverse customer service background and thoroughly enjoys working with clients. Heather is our resident health-care...

Ken Arellano

Financial Advisor

(585) 465-5065

Ken Arellano is a seasoned and dedicated financial services professional committed to the success of each and every one of his clients. He attended SUNY Brockport and obtained his Bachelor's Degree in Finance. He is currently on track...

Justin T. Corbin

Financial Advisor

(585) 465-5061

Justin T. Corbin is an Cadaret, Grant & Company Financial Advisor dedicated to helping every client pursue their financial goals. Justin is hard working, loyal, and has excellent organizational and analytical skills. Like Ken, he also...

Katherine Tkaczyk

Administrative Associate

(585) 465-5065

Katie is our Administrative Associate. Katie has over 25 years of financial services experience, including a comprehensive customer service background. She strives to make each client’s experience as seamless as possible. Katie...

Allison Ziobrowski

Branch Operations Manager

585-465-5065

Allie is our Branch Operations Manager. She plays a key role in managing our operational team to ensure we are delivering the best service to our clients. Allie graduated from The College at Brockport with a Bachelor of Science degree...

Andrew J. DiBernardo

Registered Sales Assistant

(585) 465-5065

Andrew J. DiBernardo is a Registered Sales Assistant, dedicated to helping individuals and families achieve and surpass their financial goals. With a background in comprehensive financial planning, Andrew uses his passion and expertise...

Angela David

Healthcare Coordinator

585-465-5065

Angela spent many years as a Social Work Manager and then a Director of Admissions in a local nursing home. After getting her Health, & Life Insurance License, began educating and assisting people with their health care options,...

Brittany Hubbell

Operations Assistant

Brittany is our Operations Assistant. She directly supports our operational team to ensure we are delivering the best client experience. Brittany comes to us with 7 years of experience in the Financial Industry. She is passionate on...

David Caryl

Financial Advisor

(315) 928-5542

With more than 20 years in the financial services industry, David brings a wealth of experience to our team. He has worked in the retail banking world and has over 20 years as a Financial Advisor. David’s current focus is...

Lori Hodge

Syracuse Office Manager

(315)928-5542

Lori is our Syracuse Office Manager. Lori has 7 years of experience in Financial Services Industry, along with several years of experience in the home office of Cadaret Grant prior to joining our team. Lori grew up and currently...