Since 1999, Wayne has held multiple roles in the financial services industry. His professional experiences range from Director of Training for a national Broker Dealer to Relationship Manager and Pension/Benefits Consultant for an SEC Registered Investment Advisor (RIA). Wayne has also practiced as an Investment Advisor Representative (IAR) with a New York State RIA and as a licensed Life, Accident and Health insurance agent. In addition to advising his clients on investments and traditional insurance coverage, Wayne is currently certified for the NYS Partnership for Long Term Care program with Medicaid and he is a licensed Property and Casualty Insurance Broker. He is a board member of the Hudson Valley Estate Planning Council. Wayne is currently a Financial Neutral with the Hudson Valley Collaborative Divorce and Dispute Association, (https://www.collabdivorce-ny.com) assisting those that wish to create as amicable a separation as possible.
Outside of his practice, Wayne is an active member in the local community. Wayne is currently a NYS approved Insurance Continuing Education Instructor, and has previously taught preparatory courses for FINRA securities exams at Dutchess Community College. Further community involvement includes a current position as a Board Member of the Dutchess County Regional Chamber of Commerce (DCRCOC). He served on several DCRCOC committees including the Ambassador Committee, Junior Achievement Advisory Committee, and was co-chairman of the Hudson Valley Young Professionals. In addition, as a Junior Achievement child mentor, Wayne seeks to provide financial literacy to local school children. Wayne serves on the board of Literacy Connections, and is currently the Vassar Warner Home Foundation Board President.
He is a past president and current member of the Poughkeepsie 3000 chapter of Business Networking International (BNI). Under his administration the Poughkeepsie 3000 became one of the top 10 largest chapters within the global BNI network. Wayne has been locally recognized for his dedication to his clients and community as a recipient of the 40 Under 40 Shaker Award.
Wayne’s educational accomplishments include a Master’s Degree from Pace University, and he has sat for the series 7, 63 and 65 securities exams. He completed the rigorous educational requirements to become a Certified Financial Planner™ practitioner at Boston University and Marist College.
He resides in the Hudson Valley with his wife, two daughters and dog. He enjoys reading, exercising, spending time with his family and being an occasional beach bum. It is with great passion, objectivity and dedication that he helps businesses, families and individuals work towards their financial ambitions.
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.
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: www.pepeinsurance.com
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.