Broker Check

Team

Our team approach adds perspective to all we do and helps provide a holistic view for our clients.

Meet Our Team

Charles Orlando

Charles Orlando, CPA*

Client Services Associate

Sean Hantes

Sean Hantes

Financial Advisor

Justin Corbin

Justin T. Corbin

Financial Advisor

Ken Arellano

Ken Arellano

Financial Advisor

Deborah Case

Deborah Case

Client Liaison

Angela David

Angela David

Healthcare Coordinator

Heather Donohue

Heather Donohue

Client Liaison

Marianne Bennett

Marianne Bennett

Administrative Associate

Rebecca Allen

Rebecca Allen

Branch Operations Manager

Robert Steinmetz

Robert Steinmetz

Registered Representative