Our Team

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...

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 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...

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...

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,...

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 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...

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...