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Our Team

Charles Orlando, CPA

Client Services Associate

(585) 465-5065

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...

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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...
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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...

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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...

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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...

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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,...

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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...

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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...

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Joseph McRae, Esq.

Estate Planning and Client Liaison

Joseph is a Trusts and Estates Attorney with over 20 years of experience working with clients from very diverse financial, educational and social backgrounds. Joseph counsels individuals and families on the many aspects of wealth and...
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Sean Hantes

Financial Advisor

Sean Hantes is an experienced Financial Professional who specializes in matching each of his clients with the most appropriate and suitable investments to help them reach their financial goals in preparation of a fulfilling and...
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Shannon Keenan

Shannon is our Administrative Assistant. She plays a key role in the organization and efficiency of the office to ensure your financial goals are met quickly and with ease.  Shannon recently graduated from SUNY Geneseo with a...

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Victoria Frankiewich

Registered Client Relationship Associate

Victoria is our Registered Client Relationship Associate. She collaborates with the team to ensure an outstanding client experience. Victoria attended SUNY Geneseo, where she earned a bachelor’s degree in Psychology with a...
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