Meet Our Team
Our close-knit team of retirement experts brings together an attorney with ERISA law experience, credentialed plan administrators, dedicated consultants and staff, and trusted strategic partners.
United by a commitment to delivering the highest quality service, we take the time to understand the unique needs behind every plan and craft solutions that help clients reach their goals.
Your Retirement Experts
Carlson Quinn is unique because of our client-first approach to retirement consulting and our depth of industry knowledge.
We proudly employ some of the leading retirement experts in the Bay Area, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenges.
15+
Average Years of Tenure
10+
Recordkeeping Partners
10+
Employees
Our Leadership
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Founder & President
Leif Carlson co-founded Carlson Quinn in 1994 and brings over 25 years of experience in the retirement consulting industry. Prior to founding the firm, he spent 8 years as a Retirement Plan Consultant at Watson Wyatt Worldwide and held actuarial roles at National Associates, Inc. and American General Corporation. Throughout his career, Leif has designed, implemented, and administered retirement programs for a wide range of clients: from sole proprietors and professional service firms to partnerships and mid-sized businesses. He offers strategic guidance and ongoing consulting for defined contribution, defined benefit, and non-qualified plans and has extensive experience in the development and administration of ESOPs and stock-based compensation plans. Leif holds a degree from Stanford University and is an active member of the Western Pension & Benefits Conference.
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Founder & President
Brian Quinn co-founded Carlson Quinn in 1994, bringing over 40 years of experience in the retirement consulting industry. Before launching the firm, he led the defined contribution plan administration and consulting group at the San Francisco office of The Wyatt Company. His earlier experience includes roles at Pension Dynamics Corporation and Arthur Young & Company. Throughout his career, Brian has overseen the design, implementation, and administration of hundreds of 401(k), 403(b), 457(b), 457(f), and profit-sharing plans. He has also led numerous complex compliance projects, helping clients navigate evolving government regulations and correction programs with confidence. Brian earned his degree from California State University, Hayward, and is an active member of both the American Society of Pension Professionals & Actuaries (ASPPA) and the Western Pension & Benefits Conference.
Making Retirement Work for Everyone
We’re dedicated to providing outstanding service and crafting a plan that is tailored to your retirement goals.
We’re here to help our clients and their people secure their financial future, so we invest in education and industry certification for our employees. As a result, our reputation for service and accuracy is exemplary. With an average tenure of 15 years among our employees, our account administrators build lasting relationships with clients and are dedicated to delivering exceptional, personalized service.
To learn more about who we serve, visit our pages for Employers and Trusted Advisors.
