Meet Our Team

Michael Quinn, CFP®, CLU®, LUTCF, ChFC®

Founder & Principal

Michael Quinn, founder of Quinn Wealth Strategies, utilizes a holistic approach to help his clients accumulate, protect and distribute their assets in accordance with their risk tolerance and goals. Coming from a working class family, Michael understands how hard his clients work to achieve their financial objectives, and he is passionate about helping them fulfill their life's dreams by creating and implementing financial strategies that bring them success and peace of mind.

Michael has access to some of the top professionals in the nation to provide his clients with the most robust financial and insurance products and services available. Through his relationship with Eagle Strategies LLC, a registered investment adviser, Michael provides fee-based financial planning, investment advisory services and access to investment management programs. He also has access to the Advanced Planning Group of New York Life Insurance Company, a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning.

Michael graduated with a Bachelors of Arts degree from the University of Massachusetts, Amherst. In his free time, he likes to spend time with his wife, Wendy, and their two children. They enjoy exploring new restaurants in their area and traveling in the states and abroad.

About My Designations

CERTIFIED FINANCIAL PLANNERTM (CFP®)

The CFP® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.

Chartered Life Underwriter (CLU®)

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Life Underwriter Training Council Fellow (LUTCF)

Established by NAIFA in 1984, the LUTCF program allows financial advisors and agents the ability to offer more comprehensive financial advice. By completing training for the designation, advisors and agents can better understand the relationship and impact of life insurance on financial planning and vice versa.

Chartered Financial Consultant® (ChFC)

Advanced planning for every person, every need. That’s the promise of a ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services. We’ve redefined financial planning for advisors serving the ever-evolving American demographic with a comprehensive educational program. Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. The goal of the ChFC® curriculum is to help you gain a significant advantage and help your clients meet their goals.

*All information regarding designations provided by The American College.

Wendy Quinn

Marketing and Business Development Manager

Wendy brings almost a decade of experience in marketing and client relations to Quinn Wealth Strategies, LLC. She has previously held positions at a large Boston based law firm, as well as a legal focused non-profit association.

She graduated from the University of Massachusetts, Amherst, having earned a Bachelor of Arts degree in Communications.

Wendy is from Verplanck, NY and currently lives in Waltham, MA.

Tracey Mendez

Executive Assistant

Tracey joined the Quinn Wealth Strategies team in 2018. She brings with her an array of experience in administrative roles, as well as a degree in Administrative Office Management. Tracey resides in Waltham and in her spare time enjoys spending time with family.