RETIREMENT OPTIMIZATION GROUP - Key Persons
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, specializing in Medicare education, assistance and enrollment. As an independent insurance broker Angela is appointed by multiple insurance carriers. That means her focus in on you and matching you with the most appropriate insurance policy for your individual needs. Angela is licensed in NY, CT, DE, FL, IL, IN, KY, ME, MI, NH, NJ, OH, PA, RI and WV. She is also a NYS Marketplace Broker. When she's not helping people with their health insurance, she and her husband enjoy traveling, entertaining and spending time with their 14-year-old dachshund.
Job Titles:
- 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 assisting our clients.
Job Titles:
- 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 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
- Healthcare Coordinator and 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 is our resident health-care expert. 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.
Job Titles:
- 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 estate planning, including trust and estate administration, gift and generation-skipping transfer taxation and succession planning for businesses.
Joseph grew up in the Rochester area and currently resides in Honeoye Falls, NY with his wife and two children. In his free time he enjoys vacationing with his family, gardening and playing golf with his friends.
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 attended SUNY Brockport earning a Bachelor's Degree in Marketing. Justin brings an extensive financial services and customer service background, and a strong knowledge of current economic and technological trends to our team. Justin is actively involved in becoming a Chartered Healthcare Consultant.
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.
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 became interested in financial services starting with the 1987 Crash, after which he developed a passion to help people seek to avoid the pain & financial loss that event caused.
As an Cadaret, Grant & Company Financial Advisor, Ken prides himself in his ability to look outside the box and develop creative strategies for his clients. He uses his abundant common sense and critical thinking skills to bring clarity and courage to his clients, making it very clear that they are his number one priority.
Ken is originally from Nanuet, NY and currently resides in Rochester, NY with his wife and two sons. He moved to Rochester in order to attend SUNY Brockport and has made a life for himself there after graduating. He enjoys spending time with his family, frequently taking car trips with them to visit new destinations. He focuses his energy on his clients and his business, so while others may be perfecting their golf swing he is checking the market and developing strategies to best serve his clients.
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...
Robin is our Client Service Associate. She has 17 years of experience in the industry. She currently has her undergraduate degree in Business Administration and is on track to complete her MBA in Global Finance and Investments this Spring. She has two grown children and lives in Fairport, NY with her husband. When she is not at work, she likes to read and travel.
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 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 an 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.