Our Team

Nancy A. Coenen, CFP®


Nancy A. Coenen has  been a Certified Financial Planner™ practitioner since 1998 following a 20 year career as a professional dancer in New York City.  She completed her financial planning certification at NYU and holds a BFA degree from SUNY at Purchase.

Nancy specializes in providing individual financial planning that includes retirement planning, estate planning, and portfolio management. As part of a team, she and her colleagues adopt a holistic approach to designing individual portfolios that adheres to a strict risk management methodology as well as engineering for growth potential.

Nancy also provides socially responsible investment portfolios to those who are interested in this different philosophy.

Dan Goodwin, Investment Advisor Representative

Dan has been practicing in the financial industry since 2003. He specializes in Medicare insurance planning, Life insurance, Disability and Long Term Care insurance planning as well as Social Security income integration/retirement income planning. He holds a Series 66 securities license and is Life Accident and Health insurance licensed. He Attended Marist College and was past president of the City of Poughkeepsie Little League. He resides in Poughkeepsie with his wife and son, and is an avid baseball fan.

Junell Buzzurro


Junell Buzzurro serves as Relationship Manager for Quint Investments & Insurance. Junell provides day-to-day client support services for general insurance and investment operations.

Prior to joining Quint Investments & Insurance, Junell served for 10 years in the Administrative Department of Paychex, Inc.

She resides in Milton with her husband and two children. She enjoys spending time with her family and friends, reading, and gardening.


Photos Courtesy of:  Sarah A. Salem

Quint Wealth Management, Inc. (Quint Investments & Insurance Services) is a Registered Investment Adviser in New York. We are allowed to do business in New York and other states where we are registered, exempted, or excluded from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Quint Risk Management, Inc. and individually licensed and appointed insurance agents.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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