Our Team

At Strategic Financial Services, we provide more than sound investment management. We are here to guide you on a path to financial prosperity while helping you plan for the expected and the unexpected.

We have developed a team approach that allows us to maximize talents and provide comprehensive one-stop services such as Wills, POA, Health Care Proxies, Trusts, Life Insurance, Estate Planning, Continuation Planning and Wealth Management.


 
  • Jack McGrath, CFP®

    Jack founded Strategic Financial Services in 1993, and has over 30 years of industry experience. He earned a Bachelor of Arts degree from the University of Massachusetts/Amherst and a Master of Arts degree from the University of Massachusetts/Boston. Jack launched his career in financial services in 1986 after serving as a teacher in the Rockland Public Schools for twelve years. As his practice has grown, helping people accumulate wealth so they can live the retirement life of their dreams has become Jack’s focus and passion.

    As a Certified Financial Planner Practitioner, Jack is committed to an objective and unbiased process.  Jack knows that most clients are concerned about two things:  their financial future and choosing the right advisor.  He says, “I have two goals for each and every client:  I want them to accumulate wealth in a prudent manner before they retire so they have the freedom to do what they want to do after they retire, and I want to be the kind of advisor whose ethics and integrity when working with clients are beyond reproach.”

    In 2013 Jack transitioned half of his practice to his two partners Michael and Regina Quirk. In 2016 he completed his final transition and began his next chapter in his life. Jack remains involved in a consultative role in the branch office in Florida.

    Professional Credentials:
    • Certified Financial Planning Practitioner (CFP) since 1990
    • Chartered Retirement Planning Counselor (CRPC)
    • Massachusetts Insurance Licensed
    • FINRA Series 6, Series 7, Series 63, Series 24, and Series 51 Licensed
    • Member of the Financial Services Institute

    Jack and his wife Carol live in Hanover, Massachusetts and in Venice, Florida. They have two adult daughters, Jennifer and Melissa and three grandchildren. Jack enjoys golf, sports, reading, photography and spending time with his family.

    CONTACT JACK:

    jack@strategicnorwell.com

    781-878-4063

  • Regina Quirk

    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 Deutsche Bank.  She earned a Bachelor of Science in Education from Bridgewater University, and a Certificate in Organizational Development from DePaul University in Chicago.

    Regina is committed to providing exceptional service to each client.  “Our clients become our friends, and are like family. A true partnership of trust and respect are the foundations of our business model.”

    Regina is highly regarded as a community partner where she serves on multiple boards.  She is a member of the Rockland Public School Building Committee, Vice President of The Rockland Education Foundation, President of the Rockland Athletic Boosters, and has served on several ministries at Holy Family Church in Rockland.

    Professional Credentials
    • FINRA Series 7, Series 63 Licensed
    • Massachusetts Insurance Licensed
    • Member of the Financial Services Institute
    • Cambridge Woman Advisory Forum

    Regina is married to her business partner Michael Quirk, and blessed with two sons. Her older son Ryan recently earned his degree in finance from the Business School at Boston College, and is currently employed at State Street Bank in Boston. Ryan previously worked as an intern at Strategic Financial Services and continues to stay involved. Her beloved younger son Jared passed away suddenly in 2015 at the end of his senior year of high school with an undiagnosed heart condition. Regina and her husband Mike have become active members of Hope Floats, a bereavement center focused on helping parents through grief and loss. She and Mike are committed to keeping Jared’s memory alive through his memorial scholarship.

    CONTACT REGINA:

    regina@strategicnorwell.com

    781-878-4063

  • Mike Quirk

    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 deeply held interest in investment management while helping others achieve financial success and freedom.

    Mike earned a Bachelor’s Degree in Human Resources and Management from the University of Massachusetts/Dartmouth.  He began his career in business with Stop & Shop Corporation, and financial services with New York Life Insurance Company. Mike is dedicated to providing common sense solutions to complicated issues and is dedicated to helping clients. In his role and professional designation, Mike is responsible for assuring that all advisors and administrative staff under his supervision are in compliance with all federal, state, and FINRA rules and regulations, as well as all Cambridge Investment Research policies and procedures.

    Professional Credentials:
    • FINRA Series 7, Series 66, and Series 24 Licensed
    • OSJ Principal of Strategic Financial Services
    • Massachusetts Insurance Licensed
    • Member of the Financial Services Institute

    Mike enjoys skiing, golfing, and spending time traveling with his wife Regina, their son Ryan, extended family, and friends.  He is a sports enthusiast and is very actively involved in his community. He has volunteered as a youth baseball, basketball and football coach. He is the past Vice President of the Rockland High School Athletic Boosters, and served on the Baptism Team at Holy Family Church in Rockland where he is an active member. Along with his wife and son, he continues to keep his younger son Jared’s memory alive through organized events and a memorial scholarship.

    CONTACT MIKE:

    mike@strategicnorwell.com

    781-878-4063


  • John Frederickson

    John has over 30 years of experience as a Financial Advisor, and he joined Strategic Financial Services in 1995.  With a Bachelor of Science degree in Business Administration from the University of Massachusetts/Dartmouth, he enjoys utilizing his education and experience to help others achieve their financial goals.

    In his capacity as a financial advisor, John objectively serves his clients by working to find the most suitable investments that coincide with the specific goals of that individual.  Then, with each client, he creates an asset allocation model that uses proven risk management strategies to help guide that individual or family towards financial independence.  He maintains communication with each investor as he monitors the performance of his or her accounts so that investors are properly positioned in relationship to their objectives.

    John also operates a tax practice for the convenience of investors who choose to have their taxes prepared by his firm.  He is focused on helping people by effectively interpreting current tax laws and utilizing proactive tax planning strategies to enhance the overall “financial health” of the taxpayer.

    Professional Credentials:
    • FINRA Series 7 and 63 licensed
    • FINRA Series 66 licensed Registered Investment Advisor Representative
    • Massachusetts Insurance Licensed
    • Member of the Financial Services Institute

    John and his wife Linda reside in Pembroke, Massachusetts.  They have a son and a daughter, who are now pursuing successful careers of their own in San Francisco, California, and Portsmouth, New Hampshire.  In addition to being a big fan of the New England Patriots, John’s other hobbies include travel, skiing, and spending time with his family and friends.

    CONTACT JOHN:

    john@strategicnorwell.com

    781-878-8093

  • Karen Crane

    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 client service assistance and special project support.

    Prior to joining Strategic Financial Services, Karen worked at the Rockland Golf Course in the accounting office, and has 17 years of experience in Mutual Fund Accounting and Project Management from State Street Corp. in Quincy Ma.

    Karen and her husband Kevin have three sons, Kevin, Joe and Tommy.

    Karen enjoys golfing, sporting events, and spending time with friends and family.

    CONTACT KAREN:

    karen@strategicnorwell.com

    781-878-4063


Check out the background of this investment professional on FINRA’s BrokerCheck®.