Our Team

Chad P. Cornell, CFP®

As a CERTIFIED FINANCIAL PLANNER^TM 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.

Kerri Castle

Kerri is a key member of our team and supports our financial services practice and accounting practices.  She will often be the first person you will see or hear when visitng or calling our Lockport office.

In addition with assisting in preparation for client meetings, scheduling, and ensuring documents are properly processed as needed, Kerri also helps the office function and keeps our staff on task.