KEN ARELLANO - Key Persons
Angela is one of our Healthcare Coordinators. She spent many years as a Social Work Manager and then a Director of Admissions in a local nursing home before getting her Health & Life Insurance License.
Angela assists our clients with Pre-Medicare health insurance education and planning and can help people with the NYS of Health Marketplace. Angela also assists people with Medicare Supplement, Medicare Advantage and Medicare Prescription Drug Plans through her own business Medicare ACED!*. As an independent insurance agent Angela is appointed by multiple insurance carriers and licensed in multiple states. Her focus in on the client and matching them with the most appropriate insurance policy for their individual needs. When she's not helping people with their health insurance, she and her husband enjoy traveling, entertaining and spending time with their dachshund
Job Titles:
- Client Services Associate
Charles Orlando is our Client Services Associate. Charles brings years of dedication and experience to the team. Charles practiced corporate and personal tax for over 20 years. His hardwork and passion is what makes him excel at assisting our clients.
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 law as a solo practitioner with an office at Metro Park. She attended the University of Buffalo Law school and was selected to Law Review while there. She started her career in Buffalo working for an Appellate Division Judge as a personal law clerk. She has handled many different areas of law and in her later years of practice is emphasizing the areas of Wills, estate administration and Powers of Attorney. Her extensive knowledge of many areas of law helps her to effectively deal with client's individual circumstances and apply real life experience to her practice.
Deborah has four children and loves hosting family events, being outdoors, walking her Old English sheepdog, baking, gardening, and jet skiing! She loves working with people and hearing their interesting life stories.
Job Titles:
- Administrative Associate
- Client Liaison
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's focus is on healthcare insurance services. Heather is fully licensed and experienced in Medicare Supplement, Medicare Advantage and Health Affordable Care Act plans.Medicare Services are not offered through Cadaret, Grant & Company.
Heather was born and raised in the Rochester area and lives in Greece, NY. She is married and has 2 teenage daughters. When she is not at work she enjoys spending time with her family and helping with her daughters extracurricular activities.
Justin Corbin is a 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 attended SUNY Brockport earning a Bachelor's Degree in Marketing. Justin brings a financial services and customer service background, and a strong knowledge of current economic and technological trends to our team.
Justin was born and raised in Rochester, NY and continues to reside in his hometown. Outside of the office Justin is passionate about music of all genres. He is a member of a variety of local bands, and has a wide range of musical skill. He has years of experience playing the guitar, and practices piano, bass and violin as hobbies.
Marianne is our Administrative Associate. With over 20 years of customer service experience across packaging, printing, and financial services, Marianne excels in clear and empathetic communication, strategic problem-solving, and meticulous attention to detail-qualities that define her success in the dynamic customer service landscape. Her experience in fostering client relationships, navigating complex projects, and handling financial transactions showcases her versatile skills.
Marianne was born and raised in the Rochester area and is a graduate of the Rochester Institute of Technology with a Printing Management degree. After college she managed the printing and packaging needs for complex and high-end Businesses in the Rochester area. She later moved to Northern Virginia where she worked in Financial Printing Services in Washington, D.C. There she managed the Customer Service department, providing a range of financial, marketing, and business communications services, as well as making time-sensitive SEC filings. After a move back to Rochester, Marianne worked in banking and financial services industries.
Marianne and her husband of 25 years have two college-age children. She enjoys traveling, live music, and getting together with friends and family.
Job Titles:
- Branch Operations Manager
Rebecca is a dedicated professional and our Director of Client Relations and Branch Operations. She has over 25 years of experience in the industry with a customer service and management background. She hold her Series 6 & 63 licenses as well as her New York State Life, Accident, & Health licenses.
She has her bachelor's degree in management and marketing from SUNY Geneseo. She works on compliance and management of the daily firm operations.
When Rebecca is not in the office she enjoys hiking and other outdoor activities, gardening, reading, travelling, and spending time with her family and friends.
Job Titles:
- Registered Representative
Rob is a seasoned financial professional with an impressive 14 years of experience in the industry. Known for his analytical prowess and strategic financial insights, he has navigated the complexities of markets with a keen focus on accuracy rather than coming across as overly confident. Married with three children, Rob is committed to providing financial advice that aligns with his clients' objectives.
Sean Hantes is an experienced Financial Professional who focuses on 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 well-deserved life in retirement. Knowing that he intuitively had a passion for the financial industry, and in combination with a strong urge to help others, becoming a Financial Advisor was quite inevitable. Being a financial professional for five years now, he has the expertise and knowledge to ensure every investment strategy he creates is tailored to the needs of each unique individual that comes to him for assistance. These encounters come forth in a multitude of scenarios, whether that be a need for financial planning, investment opportunities, or simply a general eagerness for understanding the market and how to best plan for one's future.
Prior to his professional career as a Financial Advisor, he attended and earned his Bachelor's degree at The University of Rochester. He also spent time playing professional soccer for the Rochester Lancers.
When Sean is not working or tending to client needs, he enjoys spending time with his wife Jocelyn and their 5-year-old Yorkie, Gia, at their home in Brighton. He also still enjoys playing soccer year-round with his over 30 Pittsford Soccer Team and competes with various teams in and around the Rochester area.