Our Team

Chad P. Cornell, CFP®

As a CERTIFIED FINANCIAL PLANNERTM Professional, Chad is the key professional in assisting our clients strategies for indindivudals, families, and small businesses in all areas and disciplines of the financial planning process.

Chad's focus is to help clients with practical approaches to financial planning and assists them through a "real life" planning approach that customizes solutions based on their needs and wants, and not purely based on modeling.

In addition to being President of Cornell Financial, Inc., Chad is also President of Frank Cornell Associates, Inc. which specializes in tax, accounting, and payroll services also for individuals, families, and small businesses.

 

 

 

Christopher W. Haick, CPA

Chris is a Certified Public Accountant and President of Haick Business Services, Inc., as well as Haick Financial Services.

While his day-to-day focus primarily is assisting individuals, corporations and small businesses in their tax and accounting planning at his North Tonawanda, NY office, our clients greatly benefit from his related insight and coordination of their financial planning concerns as well.

 

 

 

 

Sabrina Kam, Administrative Associate

Sabrina is an experience office manager and is often the first point of contact for our clients on the phone and in the office.  She is happy to help when needed, and is key to our office running smoothly!