Meet our team
About David
David brings over 41 years of experience in the financial services industry, with a strong focus on wealth management, strategic growth, and client engagement. He leads the firm’s wealth services division with a commitment to delivering tailored financial strategies that help clients achieve long-term success. Known for his leadership, integrity, and deep industry knowledge, David has built and guided high-performing advisory teams while fostering lasting relationships with high-net-worth individuals and families.
“True wealth isn’t just about numbers—it’s about clarity, confidence, and creating a future you believe in.”
About Curt
As President of Orange Investment Advisors, a division of Orange Wealth Management, Curt leads the investment team with a focus on delivering a disciplined, client‑centric investment approach. He brings broad industry experience spanning broker‑dealer operations, mergers and acquisitions, business development, and retail investing, which shapes his leadership and strategic perspective. Curt is a SUNY Oswego graduate and serves on the School of Business Dean’s Advisory Board, reflecting his ongoing commitment to leadership and professional excellence.
About Carla
Carla oversees Orange Wealth Management’s private banking division and serves as her clients’ single point of contact. She delivers customized, relationship‑driven financial solutions by coordinating closely with the Trust and Estate Department and Orange Investment Advisors to support clients’ personal, business, and family needs. With more than 30 years at Orange Bank & Trust, Carla brings deep institutional knowledge and a strong commitment to long‑term client relationships.
About Jacqueline
Jacqueline oversees the trust services division with a strong emphasis on business development and client engagement. She provides strategic leadership across Trust & Estates, Special Needs Trusts, and Trust Operations, ensuring tailored trust and estate planning solutions are implemented efficiently and aligned with clients’ intentions. Jacqueline partners closely with clients and their advisors to manage complex trust relationships, with deep expertise in special needs planning and personal trust administration. Her approach is rooted in delivering thoughtful guidance, long‑term support, and meaningful outcomes for individuals and families.
