News and Notes!

NEWS & NOTES

All Four Advisors Qualify for Highest Honor

Local Financial Professionals Recognized for Top Performance

For Immediate Release

Contact:  John Rimm 610-841-3400

By Signator Investors, Inc.

Allentown, PA, May 25th, 2017.  Four members of Quantum Financial Management have qualified for the ACE 17 Awards, one of the highest honors that Signator bestows on financial professionals and advisors, ACE stands for “Achieving Client Excellence.”

According to Joseph Brita, founding Partner , the ACE Award serves as a confirmation of the exceptional abilities of each of the qualifying financial professions.  “It is a testament to the level of professionalism, respect and real value we deliver to our clients and the community every day.  We are very proud of this high level of achievement,” he said.

Joseph Brita, Bethlehem, PA

John Rimm, CLU, ChFC, CASL, Schnecksville, PA

Thomas Krajcirovic, Collegeville, PA

Matthew A. Funk, CFP®, New Tripoli, PA

About Quantum Financial Management

Founded in 2010 and located at 1605 North Cedar Crest Blvd, Suite 517, Allentown, PA Quantum Financial Management, LLC brings together a team of financial professionals and additional support staff with over 90 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

QUANTUM FINANCIAL MANAGEMENT, LLC

1605 N. CEDAR CREST BLVD. SUITE 517 ALLENTOWN, PA 18104 (610)841-3400 TOLL FREE (866) 710-2850 FAX (610)841-3494

Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser.  Quantum Financial Management, LLC is a separate entity from Signator Investors, Inc. 1624 Hausman Road, Allentown, PA  18104 (610) 530-2112

165-20170626-380888

 

Quantum Welcomes Cindy Ecker

Quantum Financial Management, LLC has recently welcomed Cindy Ecker to the team as a financial services administrative assistant.  Prior to coming to Quantum Financial Management, she was employed with Keystone Financial Management for 8 years.  “We are very excited for the opportunity to work with Cindy” Partner Joe Brita said.  “Her experience in financial services has allowed her to quickly acclimate and make immediate contributions to our team”

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of  financial professionals and additional support staff with over 80 years of combined experience. 

 

QUANTUM FINANCIAL MANAGEMENT, LLC

1605 N. CEDAR CREST BLVD. SUITE 517?ALLENTOWN, PA 18104 (610) 841-3400?TOLL FREE (866) 710-2850?FAX (610) 841-349

 

 

Quantum Financial Management Hosts Supercars and Guitars Event

Contact:  John Rimm
FOR IMMEDIATE RELEASE

6/4/2015 9:31 AM

Joseph Brita, John Rimm, Thomas Krajcirovic and Matthew Funk, leaders of Quantum Financial Management recently hosted a private client event featuring Supercars and Guitars.  The event was held at America on Wheels in downtown Allentown on March 18th.  The museum displays over 75 cars, trucks, motorcycles, and bikes.  The exhibit also featured over a dozen supercars and rare examples of Martin Guitars. Musical entertainment was also provided at the event by local favorites Craig Thatcher and Nyke Van Wyk.

“It was truly an amazing evening.  The venue, the entertainment, the food and wine were all exceptional,” said Rimm.  Brita added, “When we sent out the invitations, many clients commented how excited they were to hear Craig and Nyke were playing.  They were wonderful and it tied in very well since Craig is a clinician with Martin Guitar.”  

Many people stayed for the entirety of the event, perusing the vehicles, listening to music and enjoying fine food provided by Susan's Catering and wines from Blue Mountain Vineyards.  Krajcirovic stated, “It was nice to see our clients enjoying themselves the entire time.  Our staff and the staff at the museum did a wonderful job organizing the event.” 

Brita, Rimm, Krajcirovic and Funk all indicated that discussions had already begun for additional events to be held in the future.  Funk said, “At Quantum Financial Management, we enjoy treating our clients and friends to special events such as this and look forward to welcoming more folks to upcoming events.”

 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of  financial professionals and additional support staff with over 85 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

 

Three Senior Partners Qualify Again!

Local Financial Professionals Recognized for Top Performance

For Immediate Release

Contact:  John Rimm 610-841-3400

By Signator Investors, Inc. Powered by John Hancock Financial Network

Allentown, PA, February 24, 2015 All three of the Senior Partners of Quantum Financial Management have qualified for the ACE 15 Awards, one of the highest honors that Signator bestows on financial professionals and advisors, ACE stands for “Achieving Client Excellence.”

 

According to Thomas Nikles, Managing Partner of Keystone Financial Management located in Allentown, PA, the ACE Award serves as a confirmation of the exceptional abilities of each of the qualifying financial  professionals. “It is a testament to not only sales excellence, but also the level of professionalism, respect, and real value these individuals deliver to clients and the community every day. We are very proud of their high level of achievement,” he said.

Joseph Brita, Bethlehem, PA

John Rimm, CLU, ChFC, CASL, Schnecksville, PA

Thomas Krajcirovic, Collegeville, PA

About Quantum Financial Management

Founded in 2010 and located at 1605 North Cedar Crest Blvd, Suite 517, Allentown, PA Quantum Financial Management, LLC brings together a team of financial professionals and additional support staff with over 75 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

QUANTUM FINANCIAL MANAGEMENT, LLC

1605 N. CEDAR CREST BLVD. SUITE 517 ALLENTOWN, PA 18104 (610-841-3400 TOLL FREE (866) 710-2850 FAX (610)841-3494

Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.

Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor.  Insurance products offered through John Hancock and major insurance carriers. 1624 Hausman Road, Allentown, PA  18104 (610) 530-2112165-20150220-219769

 

Matthew Funk, CFP® Joins Quantum Financial Management

ALLENTOWN, PA, (June 12, 2014) - The senior partners of Quantum Financial Management announced today that Matthew A. Funk, CFP® has joined the firm as a Senior Associate.  Funk, a CERTIFIED FINANCIAL PLANNER™ professional, is a ten year veteran of the financial services industry.  Funk adds his experience to that of the senior partners, Joseph A. Brita, John M. Rimm, CLU, ChFC, CASL and Thomas P. Krajcirovic II and with his addition, the firm now boasts over eighty years of combined experience in the financial services industry.  As a CFP® professional, Funk has had extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP® Board's Standards of Professional Conduct, which are rigorously enforced.

Funk is a graduate of Bloomsburg University where he earned two bachelor degrees, one in Finance and another in Business Management.  He and his wife Jackie, and their son Levi live in New Tripoli, PA.

Quantum Financial Management is independent of John Hancock and Signator Investors, Inc.  Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc.  Member FINRA, SIPC, a registered investment advisor.  Offering John Hancock Insurance Products.  1624 Hausman Road, Allentown, PA 18104.  610-530-2112. SMAR #: 165-20140616-189744

 

Local Financial Professionals Recognized for Top Performance

For Immediate Release

Contact:   John Rimm      610-841-3400

By Signator Investors Inc. Powered by John Hancock Financial Network

 

Allentown, PA, February 1, 2014 All 3 of the Senior Partners of Quantum Financial Management have qualified for the ACE Awards, one of the highest honors that Signator bestows on financial professionals and advisors. ACE stands for “Achieving Client Excellence.”

 

According to Thomas Nikles, Managing Partner of Keystone Financial Management located in Allentown, PA, the ACE Award serves as a confirmation of the exceptional abilities of each of the qualifying financial professionals. “It is a testament to not only sales excellence, but also the level of professionalism, respect, and real value these individuals deliver to clients and the community every day. We are very proud of their high level of achievement,” he said.

Joseph Brita, Bethlehem, PA

John Rimm, CLU, ChFC, CASL, Schnecksville, PA

Thomas Krajcirovic, Collegeville, PA

 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of financial professionals and additional support staff with over 75 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

165-20140404-181455                                                  

 

QUANTUM FINANCIAL MANAGEMENT, LLC

1605 N. CEDAR CREST BLVD. SUITE 517•ALLENTOWN, PA 18104 (610) 841-3400•TOLL FREE (866) 710-2850•FAX (610) 841-3494

 

Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.

Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor.Insurance products offered through John Hancock and other major insurance carriers. 1624 Hausman Road, Allentown, Pa 18104. (610) 530-2112

 

 

Quantum Welcomes Darla Lakatosh

Quantum Financial Management, LLC has recently welcomed Darla M. Lakatosh to the team as a financial services administrative assistant.  Prior to coming to Quantum Financial Management, she was employed with RoadLink Services, LP for 27 years where she held the position of Manager of the Accounts Receivable and Rendition Printing Teams.   In her new role, Lakatosh is responsible for client scheduling, database supervision and will be a highly client focused liaison for life and long term care insurances. 

 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of  financial professionals and additional support staff with over 75 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

 

QUANTUM FINANCIAL MANAGEMENT, LLC

1605 N. CEDAR CREST BLVD. SUITE 517•ALLENTOWN, PA 18104 (610) 841-3400•TOLL FREE (866) 710-2850•FAX (610) 841-3494

 

Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.

Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor.

Insurance products offered through John Hancock and other major insurance carriers. 1624 Hausman Road, Allentown, Pa 18104. (610) 530-2112

165-20130604-144862

 


Quantum Financial Management Team members Attend JHFN Practice Advancement Conference


Boston, MA – Three members of the Quantum Financial Management team recently attended the John Hancock Financial Network ( JHFN) Practice Advancement Conference at the Westin Coplay Hotel.  The conference which took place from September 12th to the 14th was attended by approximately five-hundred JHFN representatives and home office staff.  Included among the attendees were John Rimm, Joseph Brita and Tom Krajcirovic of Quantum.  The conference provided attendees the opportunity to interact with peers from across the country and to take part in educational and developmental sessions provided by field and home office specialists. 

 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of  financial professionals and additional support staff with over 75 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

QUANTUM FINANCIAL MANAGEMENT, LLC
1605 N. CEDAR CREST BLVD. SUITE 517•ALLENTOWN, PA 18104 (610) 841-3400•TOLL FREE (866) 710-2850•FAX (610) 841-3494
 
Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.
Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor.
Insurance products offered through John Hancock and other major insurance carriers. 1624 Hausman Road, Allentown, Pa 18104. (610) 530-2112
165-20121126-124502

 



Quantum Financial Management Hosts Antique Appraisal Event



Joseph Brita, John Rimm and Thomas Krajcirovic, founders of Quantum Financial Management recently hosted a private client event featuring Dr. Lori, the noted antique expert from Discovery Channel's “Auction Kings.”  The event, held on October 10th at Lehigh Country Club in Allentown was attended by clients and guests of the firm.  Guests were invited to bring an item for appraisal and those items ranged in value from $5 to $5,000.

“Dr. Lori appraised almost fifty items over the course of the evening,” said Rimm.  He continued, “Everyone had a fantastic time.  Dr. Lori's entertaining style and her quick wit kept everyone engaged the entire evening.  Some guests were pleasantly surprised by the value of the items they brought in.”   Krajcirovic added, “Many in the audience so enjoyed it, they asked when we'll be holding the next event.”

Brita, Rimm and Krajcirovic all indicated that discussions had already begun for additional events to be held in the coming year.  Brita said, “At Quantum Financial Management, we enjoy treating our clients and friends to special events such as this and look forward to welcoming more folks to upcoming events.”

 

 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of  financial professionals and additional support staff with over 75 years of combined experience.  The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

QUANTUM FINANCIAL MANAGEMENT, LLC
1605 N. CEDAR CREST BLVD. SUITE 517•ALLENTOWN, PA 18104 (610) 841-3400•TOLL FREE (866) 710-2850•FAX (610) 841-3494
Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc.
Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor.
Insurance products offered through John Hancock and other major insurance carriers. 1624 Hausman Road, Allentown, Pa 18104. (610) 530-2112
165-20121126-124504

 

 


 

John Rimm Earns CASL Designation


Allentown, Pa. – John M. Rimm, CLU, ChFC, CASL, a founder of Quantum Financial Management, a financial services firm based in Allentown PA, has recently earned the Chartered Advisor for Senior Living (CASL) designation. The program prepares advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. The designation, issued by the American College, Bryn Mawr, PA, is the third designation received by Mr. Rimm, having earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) previously.

 

Mr. Rimm, who has nineteen of experience in the industry, offers investment and risk management services and is credited by clients with providing comprehensive, quality strategies that keep their interests first.
 

About Quantum Financial Management

Founded in 2010 and located at 1605 N. Cedar Crest Boulevard, Suite 517, Allentown, PA, Quantum Financial Management, LLC brings together a team of financial professionals and additional support staff with over 75 years of combined experience. The staff at Quantum Financial provides quality, comprehensive financial strategies and products to individuals, families and business owners.

 

 
QUANTUM FINANCIAL MANAGEMENT, LLC
1605 N. CEDAR CREST BLVD. SUITE 517•ALLENTOWN, PA 18104 (610) 841-3400•TOLL FREE (866) 710-2850•FAX (610) 841-3494
 
Quantum Financial Management, LLC is independent of John Hancock and Signator Investors, Inc. Registered Representative/Securities and Investment Advisory products offered through Signator Investors, Inc. member FINRA, SIPC, a registered investment advisor. Insurance products offered through John Hancock and other major insurance carriers. 1624 Hausman Road, Allentown, Pa 18104. (610) 530-2112
165-20120829-115914

 

 


 

Joseph Brita Inducted Into John Hancock Financial Network Hall of Fame

Bethlehem Resident is Founder of Quantum Financial Management


Allentown, Pa. – Joseph A Brita, a Bethlehem resident and founder of Quantum Financial Management in South Whitehall Township, has been inducted into the prestigious John Hancock Financial Network Hall of Fame in recognition of his 29 years of service in the financial services industry.

As founder of Quantum Financial Management, Brita's primary areas of focus include providing investments and insurance for retirement, business and estate conservation. His work experience in the past has also included four years of public and corporate tax accounting experience. He has five additional years of experience with a wealth management group.

Brita earned a Bachelor of Science in Accounting from Bloomsburg University in Bloomsburg PA. He is a member of the Estate Planning Council of the Lehigh Valley and LeTip International. Quantum Financial Services is affiliated with Keystone Financial Management, an independent regional firm of John Hancock Financial Network with offices in Allentown, Lancaster, Harrisburg, Media and Moosic, Pa.

“To be inducted into John Hancock Financial Network's Hall of Fame, financial representatives must have proven their commitment to providing exceptional client service throughout their careers,” said Brian Heapps, CLU, ChFC, Executive Vice President of Sales and Business Development at John Hancock Financial Network. “We look to our ‘Hall of Famers' to be role models in our business based on a foundation of integrity and service. It's a pleasure to welcome Joe as one of our newest inductees.

Brita and his wife, Deborah, and their twin daughters, Jennifer and Michele, and their son, Matthew, reside in Bethlehem, Pa.


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