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.

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Dan Goodwin

Investment Adviser Representative, Licensed Insurance Agent

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.
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Bill Pepe

Investment Adviser Representative, DBA Pepe Financial Group

845-724-3031 ext. 13

Bill entered the financial industry in 2014 after working for a number of years in research at a major telecommunications company. He holds a Ph.D in statistics from The University of Connecticut.  Bill also holds a Series 66 securities license. He is currently licensed as a life insurance agent and a property and casualty insurance agent in NY, and works with A.C. Pepe Insurance Agency in Poughquag, NY, with his father and two brothers.  Bill lives in Poughquag, and in his spare time likes to play with his dog, read, and play guitar.  For more information regarding A.C. Pepe Insurance Agency, please click here:


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.




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