“Every season of life is a lesson that's felt and experienced, and every lesson gets us closer to understanding what we want out of this life. So, we offer an ear, a guiding hand to help align clients' goals.” – Regina Quirk
For the past 20 years, Regina Quirk, president and owner of Strategic Financial Services, has made it her mission to create a service-first culture built upon a team that ensures clients feel supported through their different seasons of life. Tune into this special episode of Cambridge Stronger as Regina reflects on her journey into the financial services industry. Once an education major, Regina highlights how she worked her way up in our industry and what she learned along the way. She also shares the true meaning of ‘owning your decade’ and how you can embrace the many changes that come with the different seasons of life.
In Episode 209: Owning Your Decade, Regina joins Cambridge CEO Amy Webber to discuss:
- How she went from education to financial services
- The importance of culture and team
- What it means to her to be a 2023 Spirit of Cambridge Award recipient
The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.
About Regina Quirk
Regina Quirk is a 30-year industry veteran. Before joining Strategic Financial Services in 2002 and acquiring it in 2013, she worked in mutual fund operations management at Scudder/AARP Investments, and was a 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 including Hope Floats Healing and Wellness, Mountain One Bank - Community Board. She is the current President of The Rockland Education Foundation, and Past President of the Rockland Athletic Boosters, and has served on several ministries at Holy Family Church in Rockland.
The Spirit of Cambridge Award was given to Regina for serving clients while reflecting Cambridge's Core values of Integrity, Commitment, Flexibility, and Kindness.
https://www.strategicnorwell.com/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Strategic Financial Services and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.