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Norwell Office

46 Accord Park Drive

Norwell, MA 02061

Westerly Office

12 Canal St., Suite 104

Westerly, RI 02891

Meet Our Team

Strategic Norwell - Mike & Regina Quirk Office

Regina Quirk

President & Owner

(781) 878-4063

Regina Quirk is a 23 year industry veteran. Before joining Strategic Financial Services in 2002 she worked in mutual fund operations management at Scudder/AARP Investments and was the Vice President of Training and Development at...

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Mike Quirk

Owner & CFO

(781) 878-4063

Mike has over 28 years of business management experience and much of that time has been spent in the insurance and financial service industry. He joined Strategic Financial Services in 2011 to partner with his wife, and pursue his...

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Karen Crane

Client Services Manager

(781) 878-4063

Karen serves as the Client Service and Office Manager of Strategic Financial Services. She works closely with the team to coordinate client meetings, ensure accuracy and timeliness of all daily operations, and provides exceptional...

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Dylan Bernache

Licensed Admin



Dylan is a Licensed Admin for Strategic Financial Services. As a former intern of ours, we were ecstatic to learn he wanted to pursue a professional career with us after he finished his Bachelor’s Degree in...

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Christine Mylek

Client Services Manager, Westerly Office

(401) 596-6600


As the Client Service Manager in our Westerly office, I work with the Strategic Financial Service team assisting clients in achieving their financial goals. 

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Causes We Care About

Organizations our Professionals are passionate about supporting

<strong>Hope Floats Wellness Center</strong>

Hope Floats Wellness Center

Hope Floats is a bereavement and educational center for adults, children, teens, and their families who are grieving, dealing with illness, or facing other life challenges. Our free support services bring hope and healing to those in need.

Hope Floats Wellness Center Website
<strong>Susan G Komen Breast Cancer Foundation</strong>

Susan G Komen Breast Cancer Foundation

Komen provides a variety of safe, accurate, current, consistent, and evidence-based information around the diagnosis, treatment, and resources for Breast Cancer. 

Komen for the Cure Website
<strong>The "V" Foundation - Victory over Cancer</strong>

The "V" Foundation - Victory over Cancer

The V Foundation for Cancer Research was founded by ESPN and legendary basketball coach Jim Valvano with one goal in mind: to achieve Victory Over Cancer®.  Their mission is to fund game-changing research and all-star scientists to accelerate victory over cancer and save lives

The "V" Foundation Website
<strong>Hope Happens Here Mental Health Awareness Foundation</strong>

Hope Happens Here Mental Health Awareness Foundation

Founded in 2015 through the Saint Michael’s College Student Athlete Advisory Committee (SAAC), Hope Happens Here is a student-led movement that aims to promote mental health awareness and mental wellbeing on college campuses, in particular student-athletes.

Hope Happens Here Website
<strong>Ronald McDonald House Charities</strong>

Ronald McDonald House Charities

The mission of RMHC is to create, find, and support programs that directly improve the health and well-being of children and their families.

Ronald McDonald House Charity Website
<strong>The Rockland Education Foundation</strong>

The Rockland Education Foundation

The Rockland Education Foundation is a non-profit, volunteer organization which was founded in 1996 to provide resources dedicated to improving the quality of education in the Rockland Public Schools. Each year, the Rockland Education Foundation provides financial grants to bring innovative, creative, and exciting projects into the classrooms.

Rockland Education Foundation Website