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Norwell Office

46 Accord Park Drive

Norwell, MA 02061

Westerly Office

56 Wells St.

Westerly, RI 02891

Meet Our Team

Strategic Norwell - Mike & Regina Quirk's Office

Regina Quirk

President & Owner

(781) 878-4063

regina@strategicnorwell.com

I am a 30-year veteran of the financial services industry. Before joining Strategic Financial Services in 2002 and acquiring the firm in 2013, I worked in mutual fund operations management at Scudder/AARP Investments and served as Vice...
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Mike Quirk

Owner & CFO

(781) 878-4063

mike@strategicnorwell.com

I have more than 28 years of business management experience, with much of my career spent in the insurance and financial services industry. I joined Strategic Fianancial Services in 2011 to partner with my wife, Regina, and pusue my...
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Jane Ricardi, CFP®

Certified Financial Planner®

(774) 773-3104

(774) 773-3106

jane@northlightfinancialservices.com

I am a Certified Financial Planner® professional with decades of experience helping clients navigate changing markets and build secure, confident retirements. I'm passionate about developing thoughtful financial strategies that help...
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Margaret Brook MBA, CRC®

Director, Client Services

(774) 773-3104

(774) 773-3106

mbrook@northlightfinancialservices.com

I take great pride in helping clients improve their financial lives and reach their goals. I draw on my deep experience in retirement and benefit plan design, developed during my time as Vice President of Human Resources for Project...

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Karen Crane

Senior Client Service Manager

(781) 878-4063

(617) 419-1081

karen@strategicnorwell.com

I’ve been with Strategic Financial Services since 2014, originally joining as a part‑time assistant before moving into a full‑time role as the Client Service Manager in our Norwell office. Today, I serve as the Senior Client Service...
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Ryan Quirk

Director of Client Relations

781.878.4063

617.419.1081

ryan@strategicnorwell.com

I joined Strategic at the end of 2023 with goals centered on strengthening our operational processes, enhancing the client experience, and helping build a scalable business model. After graduating from the Carroll School of Management...
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Dylan Bernache

Insurance Specialist

(781) 878-4063

(617) 419-1081

dylan@strategicnorwell.com

As an Insurance Specialist and Licensed Professional, my day‑to‑day work includes researching industry best practices, analyzing economic indicators, and ensuring data accuracy. I also assist with trading, cost‑basis reviews, and...
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Christine Mylek

Senior Client Services Manager

(401) 596-6600

(617) 419-1081

chris@strategicnorwell.com

I have over ten years of experience in the financial services industry and hold a BA in Communication Studies. In my role as Senior Client Services Manager, I support clients and assist our team by keeping our processes organized and...
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Laura Welch

Client Services Associate

(781) 878-4063

(617) 419-1081

Laura@strategicnorwell.com

With a background in financial services and a degree in Business Administration from Bryant University, I support both Strategic Financial Services and North Light Financial Services in my role as a Client Services Associate. I...
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Brooke Damon

Client Relations & Onboarding Associate

(781) 878-4063

(617) 419-1081

brooke@strategicnorwell.com

I recently graduated from Stonehill College, where I earned degrees in Elementary Education and Psychology. In my role as a Client Services Associate, I’m often one of the first voices you hear or text messages you receive when you...

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Causes We Care About

Organizations our Professionals are passionate about supporting

Hope Floats Wellness Center

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 Website
Susan G Komen Breast Cancer Foundation

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
The "V" Foundation Victory Over Cancer

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
Ronald McDonald House Charities

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
The Kyle Johnson Foundation

The Kyle Johnson Foundation

Kyle Cares is a non-profit organization dedicated to promoting open and honest communication about the mental health challenges experienced by teens and young adults in today’s society. Ultimately, we aim to eliminate student self-harm and suicide by creating school environments where students and their caregivers have the confidence and support to seek help without shame or hesitation.

Kyle Cares Website
The Rockland Education Foundation

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