Financial Services industry since 1982

Securities and advisory services offered through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC registered RIA

Sue has over 30 years of experience in financial, retirement planning and related areas of risk management, including investment planning.

 

 

 

Susan D. Quint, CFP®, BFA™

“My goal is to help individuals and couples going through major life changes.  I have been divorced, my mother was widowed at age 55 and my husband has been retired for four years.  Each of these life transitions has the potential to be disruptive, at best, devastating to most.  Whatever your life transition challenges, we are here to walk the path with you to achieve the life you are seeking.”

Professional Associations

  • Certified Financial Planner
  • Behavioral Financial Advisor
  • President, Quint Financial Group, LLC
  • Registered Investment Advisor and Registered Representative of KMS Financial Services, Inc., Member FINRA/SIPC.

Education

  • Bachelor of Music, Coe College, Cedar Rapids, Iowa
  • Certified Financial Planning Board of Standards, Certified Financial Planner
  • National Association Securities Dealers Series 7,63,65,8
  • College for Financial Planning

Community Associations

  • Board Member for Ronald McDonald House, Boise, ID
  • Rotary Paul Harris Fellow
  • Included in “Outstanding Young Women of America” 1982 & 1985

Interests & Hobbies

  • Cooking/Entertaining
  • USPSA Pistol Competitions
  • Music
  • Reading
  • Knitting