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
Ken Arellano
Financial Advisor
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
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...
Allison Ziobrowski
Branch Operations Manager
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...
Amy Peabody
Administrative Assistant
Angela David
Healthcare Coordinator
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
David Caryl
Financial Advisor
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...
Deborah Case, Esq.
Estate Planning and Client Liaison
Deborah has been a practicing attorney for over 35 years, initially with a large firm in Buffalo and then with a smaller firm in Greece when she relocated and got married in Rochester, her hometown. In the past ten years, she practiced...
Joseph McRae, Esq.
Estate Planning and Client Liaison
Raven Roper
Operations Assistant
Victoria Frankiewich
Registered Client Relationship Associate