Quint Investments and Insurance

Derek Di Maso is a financial advisor at Quint Investments and Insurance with one year of industry experience. He holds a Series 65 designation and has prior work experience in healthcare, including roles at Soliant Health and Northwestern Mutual. Outside of advising, he is currently employed as a registered nurse at Soliant Health. Quint Investments and Insurance is a registered investment adviser serving individual clients and pension/profit-sharing plans through a seven-advisor team. The firm provides ongoing portfolio management and comprehensive financial planning, employing a long-term trading approach guided by documented risk tolerances and a combination of fundamental and technical analysis.

William Pepe is a financial advisor with Quint Investments and Insurance, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at Quint Investments and Insurance since 2018 and is also affiliated with Asset & Capital Planning Services, Inc. and Sii. In addition to advisory work, Pepe teaches a data analysis course online at Capella University and is licensed as a property and casualty insurance broker. Quint Investments and Insurance is a registered investment adviser serving individual clients and pension/profit-sharing plans through a seven-advisor team. The firm provides portfolio management and financial planning services that include investment, insurance, tax, retirement, college funding, and debt/credit planning, employing both fundamental and technical analysis with a long-term trading approach.

Wayne Quint is a CFP® with 10 years of industry experience, currently serving at Quint Investments and Insurance. He has been with the firm and its affiliated entity, Quint Wealth Management, Inc., since 2013. Outside of his advisory role, he is President of Quint Risk Management, Inc., an insurance agency specializing in life, accident, and health insurance. Quint Investments and Insurance is a seven-advisor registered investment adviser managing approximately $88.5 million for about 379 clients. The firm provides portfolio management and comprehensive financial planning services, integrating investment and insurance solutions with a focus on documented risk tolerances and a long-term investment approach.

David Zastenchik is a CFP® professional with three years of experience currently serving at Quint Investments and Insurance. He has worked at Hudson Valley Wealth Management Group and Mehl, Zastenchik & Associates, LLC, where he is involved in accounting and tax services. Zastenchik also has prior experience in the restaurant industry with Cosimos Restaurant Group. Quint Investments and Insurance is a registered investment adviser with a seven-advisor team managing approximately $88.5 million for about 379 clients. The firm provides comprehensive portfolio management and financial planning services, using documented risk tolerances and a combination of fundamental and technical analysis to guide investment decisions.

Daniel Goodwin is a financial advisor at Quint Investments and Insurance with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms since 2011, including Disciplined Wealth Advisors and Cadaret, Grant & Co. In addition to his advisory role, Goodwin is a licensed health insurance agent specializing in Medicare-related products. Quint Investments and Insurance is a registered investment adviser with a seven-advisor team managing approximately $88.5 million for around 379 clients. The firm provides portfolio management and comprehensive financial planning services, combining fundamental and technical analysis with a long-term trading approach.

Joseph Christiana is a financial advisor at Quint Investments and Insurance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Services Center Asset Management, Inc. for 19 years. Quint Investments and Insurance is a seven-advisor team managing approximately $88.5 million for around 379 clients. The firm serves individual clients and pension/profit-sharing plans, providing portfolio management and financial planning services that include investment, insurance, tax, retirement, and debt planning.

Jason Kormes is a financial advisor at Quint Investments and Insurance with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Prudential. Outside of his advisory role, he operates Kore Protection, LLC, an independent insurance agency offering life, disability, long-term care, fixed annuities, and health insurance products. Quint Investments and Insurance is a registered investment adviser serving individual clients and pension/profit-sharing plans through a seven-advisor team. The firm provides ongoing portfolio management and comprehensive financial planning, utilizing a mix of fundamental and technical analysis with a long-term trading orientation.

Nancy Coenen is a CFP® professional with five years of industry experience, currently serving at Quint Investments and Insurance. She has worked with the firm and its affiliate Quint Wealth Management since 2014. Quint Investments and Insurance is a registered investment adviser serving individual clients and pension/profit-sharing plans through a seven-advisor team. The firm manages approximately $88.5 million for around 379 clients, offering portfolio management and comprehensive financial planning with a focus on documented risk tolerances and a combination of fundamental and technical analysis.