46 Accord Park Drive
Strategic Norwell - Mike & Regina Quirk Office
President & Owner
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...
Owner & CFO
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...
Client Services Manager
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...
Dylan is the Client Service Representative 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...
Ashley joined Strategic Financial in 2020 as an Advisor Assistant. Fully licensed as an Investment Advisor Representative (FINRA series 7 and 66) and Insurance Professional (life/health/commercial/property/casualty) Ashley brings 10+...
Client Services Manager, Westerly Office
Christine serves as the Client Service & Office Manager of Castaldi Financial Solutions. She coordinates client meetings, ensures accuracy and timeliness of all daily operations and provides exceptional client service & project support.
Affiliate Offices of Strategic Norwell
Director, Client Services
Organizations our Professionals are passionate about supporting
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.
Komen provides a variety of safe, accurate, current, consistent, and evidence-based information around the diagnosis, treatment, and resources for Breast 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
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.
The mission of RMHC is to create, find, and support programs that directly improve the health and well-being of children and their families.
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.