Quint Investments and Insurance

Derek Di Maso is a financial advisor with Quint Investments and Insurance and holds a Series 65 designation. He has one year of experience in the financial industry and concurrently works as a registered nurse at Soliant Health. His work history includes roles in healthcare and corrections prior to joining Quint Investments and Insurance. Quint Investments and Insurance operates through its advisory business, Hudson Valley Wealth Management Group, serving individual investors and employer-sponsored pension and profit-sharing plans. The firm manages approximately $110 million for around 400 clients with a team of eight advisors, using a long-term trading approach focused on mutual funds and ETFs to tailor portfolios according to clients’ goals and risk tolerances.

William Pepe is a financial advisor at Quint Investments and Insurance with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at AT&T Labs, Inc. He also teaches a data analysis course online at Capella University and works as a property and casualty insurance broker. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million for about 400 clients. The firm emphasizes long-term portfolio management using mutual funds and ETFs, including precious-metal ETFs, and integrates insurance services through affiliated agencies.

Wayne Quint is a CFP® with 10 years of industry experience and has worked at Quint Investments and Insurance since 2013. He is also President of Quint Risk Management, Inc., an insurance agency specializing in life, accident, and health insurance, and he provides college financial planning services through College Planning 101, Inc. Quint Wealth Management, Inc., operating as Hudson Valley Wealth Management Group, serves individual investors and employer-sponsored plans with a team of eight advisors managing approximately $110 million. The firm focuses on ongoing portfolio management and financial planning using a long-term approach that incorporates mutual funds and ETFs, including precious-metal ETFs.

David Zastenchik is a CFP® professional with three years of industry experience, currently affiliated with 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. Prior to his financial advisory roles, he spent six years with Cosimos Restaurant Group. Hudson Valley Wealth Management Group, part of Quint Wealth Management, serves individual investors and employer-sponsored retirement plans, managing approximately $110 million for around 400 clients. The firm uses a long-term investment approach focused on mutual funds and ETFs, providing portfolio management and financial planning tailored to client goals.

Daniel Goodwin is a financial advisor at Quint Investments and Insurance with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Quint Investments and Insurance, as well as related entities, since 2015. Outside of his advisory role, he operates a Medicare-focused insurance business. Quint Investments and Insurance serves individual investors and employer-sponsored retirement plans, managing approximately $110 million for around 400 clients through a team of eight advisors. The firm uses a long-term trading approach with mutual funds and ETFs, incorporating both fundamental and technical analysis, and provides ongoing portfolio management alongside financial planning services.

Joseph Christiana is a financial advisor with Quint Investments and Insurance, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked for Financial Services Center Asset Management, Inc. for 19 years. Christiana holds an active Life, Accident, and Health Insurance license and receives commissions on a case-by-case basis. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million across roughly 400 clients. The firm employs a long-term trading approach with mutual funds and ETFs, including precious-metal ETFs, and integrates portfolio management with insurance and related services through a team of eight advisors.

Jason Kormes is a financial advisor with Quint Investments and Insurance, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at Mass Mutual Investors Services and Prudential-related firms, and operates an independent insurance business offering life, disability, long-term care, fixed annuities, and health insurance through Kore Protection, LLC. Quint Investments and Insurance is part of Hudson Valley Wealth Management Group, which serves individual investors and employer-sponsored pension and profit-sharing plans with a team of eight advisors. The firm manages approximately $110 million, emphasizing long-term portfolio management with mutual funds and ETFs, and integrates insurance services alongside financial planning.

Nancy Coenen is a CFP® professional with 12 years at Quint Investments and Insurance, including five years of industry experience. She operates from Wappingers Falls, NY, as part of an eight-advisor team. Nancy is affiliated with Hudson Valley Wealth Management Group, the advisory arm of Quint Wealth Management, Inc., which manages approximately $110 million for around 400 clients. The firm serves individual investors and employer-sponsored pension and profit-sharing plans, employing a long-term investment approach with mutual funds and ETFs, and provides customized portfolio management and financial planning services.