Quinn started her career in wealth planning and investment management in 2009 and is an Accredited Wealth Management AdvisorSM (AWMA) and Chartered Retirement Plans SpecialistSM (CRPS). She works closely with her clients to focus on their priorities, whether it’s retirement planning, multi-generational wealth planning or charitable giving.
Quinn has experience working with individuals, families and entrepreneurs from many demographics and generations. The group’s holistic approach to developing customized plans and portfolios empowers Quinn and her team to support clients from numerous backgrounds and stages of life. Understanding the complex nature of individual portfolios, Quinn incorporates the advice of outside advisors such as estate attorneys and certified public accountants (CPAs) into both portfolio structure and long-term planning to best serve clients.
Quinn and her family live on top of Labrador Mountain where they ski and snowboard out of their backdoor in the winter and enjoy their 25 acres of wooded trails in the warmer months. She is an avid supporter of numerous animal welfare organizations and occasionally has her 10-year-old dog, Maxi, with her in the office.
