Your Retirement Dream Team

Here’s our story. We look forward to hearing yours.

Wealth Advisors

It is our responsibility to understand your investment objectives and unique goals. We provide guidance during the planning and allocation process to effectively implement the financial plan that we developed together.

Michael Baer

Wealth Advisor

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Ross DeWaard

Wealth Advisor

Ross DeWaard

I was born in Chicago, Illinois, and was raised in the farmlands of Wisconsin. After spending 18 years in Wisconsin, my family and I moved to Maine to experience the East Coast. I attended the University of Maine and graduated with degrees in business finance, marketing, and management, with a concentration in entrepreneurship. I recently moved to Charleston and am living on James Island. I spend my free time enjoying the outdoors, whether that’s hiking, rock climbing, mountain biking or chilling at the beach.

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Chris McQuade

Wealth Advisor

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Frank Passalaqua

Wealth Advisor

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Colin Stewart CFP®

Wealth Advisor

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Tax Preparation

Our experienced tax preparation team works closely with our advisors to create the best tax strategy for each client. From maximizing refunds to minimizing liabilities, we're dedicated to making the process easy and stress-free.

Louis Tyson

Tax Analyst

Louis tyson

I am the founder and operator of Tyson Accounting Services LLC here in the Lowcountry of SC. As an IRS-licensed Enrolled Agent with over 25 years of experience, I provide a variety of income tax services to individuals and small businesses, including tax planning, return preparation, and IRS correspondence evaluation and response. While helping individuals, families and small businesses navigate the complex U. S. Tax Code, I stay abreast of the ever-changing laws and focus my attention on those wishing to retire in SC and who require tax assistance. 

I am also the co-founder of Hanahan Community Cats, a 501(c)(3) nonprofit dedicated to reducing cat overpopulation in Hanahan, SC, through Trap-Neuter-Vaccinate-Return. I also volunteer with Berkeley Animal Center and Charleston Animal Society.

I am a graduate of the University of Georgia and moved to Charleston, SC, in 1992. I live in Hanahan with my wife, Taylar, two sons, and multiple pets.

In my spare time, you can catch me watching college football or supporting live music.

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Client Services

We support your day-to-day financial plan and accounts servicing needs. We work alongside Wealth Advisors and Wealth Managers to ensure you receive exceptional service. We can assist with a wide range of activities within your accounts to include additional deposits, withdrawals, beneficiary and ownership changes, distributions, and relaying information to your financial advisor. The trading department also works closely with all team members to execute all transactions within your TD Ameritrade accounts.

David Sheaffer

Trading

David Sheaffer

I was born in a small town in Indiana but grew up outside the Twin Cities in Minnesota. I attended college in Dallas, Texas, and graduated from SMU with a degree in business and a minor in anthropology. I joined Curran Financial Partners after working at a global asset management firm for six years. Being raised in the “Land of 10,000 Lakes,” I became accustomed to disappointing sports teams and grew to love everything about the water. In my free time, you can find me boating, enjoying the beaches, or exploring the best waterfront bars and restaurants the Lowcountry has to offer.

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Christine Kriegl

Client Services Manager

Christine Kriegl

I joined the team in 2022, when I moved from New Hampshire to the warm shores of South Carolina. My 20 years of financial service experience have been focused on enhancing client relationships, servicing their accounts and celebrating the achievement of their personal goals. In my free time, I can be found exploring our area’s trails and outdoor activities with my husband, Kent, and our two scruffy dogs, Sherman and Odell.

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Joe Iafelice

Trading

Joe Iafelice

I was born and raised in Cleveland, Ohio. After 18 years, I moved to Columbus, Ohio, where I attended and played college football at Otterbein University. I recently moved to Charleston, South Carolina. I’m a huge auto enthusiast and have been loving all the car shows I get to attend in Charleston. On the weekends, you can find me surfing at Folly Beach, golfing and cheering on the world-famous Buckeyes!

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Bailey Ferez

Client Services Representative

Bailey Ferez

I was born and raised in Lexington, South Carolina. I earned a bachelor’s degree in interdisciplinary studies with a minor in education from the University of South Carolina Upstate. I worked for Anderson County after college and traveled to Charleston frequently. After my husband, Andy, and I got engaged in March 2021, we decided to make Charleston our new home. I love spending time on the beach and exploring all Charleston has to offer with Andy and our dog, Hank!

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Nicki Boone

Client Services Representative

Nicki Boone

I graduated from Clemson University in May 2021 with a Bachelor of Science in marketing and a minor in management. I grew up in rural South Carolina but always knew I wanted to live near the coast. After an internship with a marketing firm in the summer of 2020, I fell in love with the Lowcountry and officially decided to make it my home. I like to spend my free time reading, enjoying the water and exploring Charleston.

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Matt Hetherington

Client Services Representative

MATT HETHERINGTON

I was born and raised in the Northeast and now find myself a resident of Charleston, SC! I grew up in a household dominated by three lovely sisters and to this day continue to joke with them by wishing I had a brother. Growing up, I played hockey and lacrosse and continued my lacrosse career while attending Roanoke College in Salem, Virginia. After graduating, I started my finance career in Boston, MA, but continued to visit Charleston, as I have family who live here year-round. One day, I woke up and decided to make the move for good! I am now a proud resident of Daniel Island with my dog Finn. We love going to the beach, exploring new spots, and, after a long day’s work, cozying up on the couch to watch sports or a movie.

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Katherine Livingston

Client Services Representative

katherine livingston

I was born and raised in Warner Robins, Georgia and recently made the move to Charleston to continue my post graduate life. I have settled down in Daniel Island and enjoy riding my bike around the island, walking on the beach, and spending time with friends in my spare time. I enjoy traveling back home to Georgia on my free weekends to visit family and spend time at the lake. I graduated from the University of Georgia with a Bachelor's Degree in Finance in 2022 and I'm excited and eager to continue learning and be a part of the Curran Financial Partners Team!

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Timothy Snarski

Client Services Representative

TIMOTHY SNARSKI

I was born and raised in a suburb of Milwaukee, Wisconsin, where I spent the majority of my time working in customer service and the banking industry. In early 2023, I moved to Charleston to be closer to family and enjoy the warmer weather. More recently, I graduated from Ottawa University with a Bachelor of Science degree in Business Administration. In my free time, I enjoy watching movies, going to the beach with friends, discovering great places around the city to eat, and spending time with my niece and nephew. 

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Client Relations

Our team works together to make our client’s experience as smooth as possible. We handle incoming calls, scheduling visits, event planning, and more! When you visit our office, you will be greeted by one of our smiling faces!

Kat McKee

Executive Assistant

Kat McKee

I was born in Greenville, South Carolina; raised in rural Florida; enjoyed undergrad at SMU in Dallas, TX; escaped to Southern California and landed in Financial Services in my early twenties. There I started my client service career with a discount retail brokerage firm, acquired my securities license and then moved from a full-service brokerage to institutional money management. Next, I returned to the east coast to support family and shifted into home and estate management, serving hard-working families and elderly clients, first in the Atlanta, Georgia area, and then in Connecticut and tri-state area. After a break to visit friends and family, I joined a boutique public relations firm serving nonprofits and small businesses, where I met my fiancé, Tom. After graduating with my MBA in Finance in 2013, I enlisted Tom, and we volunteered for the Guiding Eyes for the Blind as puppy raisers to Lennon, a black lab that is now our furrever son. Ten years later, I brought Tom to South Carolina and returned to the home management realm, and we rescued Jagger, Covid-ditch dog and black lab/Beauceron mix. Tom and I take our puppysons on trail hikes, to playdates, the beach, the mountains, on vacations, and everywhere we can.
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Maria Passalaqua

Client Relations

Maria Passalaqua

I was raised in NJ as a first generation American and spent summers in my parent’s hometown in Abruzzi, Italy. I attended St. Peters University in NJ and later worked in sales as an account manager. When my husband Frank and I aren't cooking up a feast for our two teenage boys, Frank and Daniel, you can find me enjoying the low country, and taking walks on the beach with Frank and our dog Bentley.

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Natalie McCarthy

Client Relations

Natalie McCarthy

I grew up in Millville, New Jersey and moved to Myrtle Beach, South Carolina in 2017. I have an associate degree in childhood education from Horry-County Technical College. In my free time, I enjoy going for walks, spending time with my friends and family, and reading on the beach.

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Brittney Gigante

Client Relations

Brittney Gigante

Growing up in Westchester, New York, I found my heart drawn to the South during my college years at the College of Charleston, where I completed my bachelor’s degree in communications in 2022.My career began as a marketing intern with Le Creuset of America, where I discovered my passion for crafting compelling messages and making connections. Today, I am proud to be a part of the Curran Financial Partners team, where I use my communication skills to help clients achieve their financial goals. Beyond my professional life, I find joy in dancing, cooking, and spending quality time with friends and family.

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Adam Curran, CFP®

Wealth Advisor

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Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@curranfinancialpartners.com or call us at 843.300.1182 today!