Your Retirement Dream Team

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

Adam Curran, CFP®

Financial Advisor

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Michael Baer

Financial Advisor

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Chris McQuade

Financial Advisor

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Paige Ducey

Chief Compliance Officer

Paige Ducey

Paige Ducey is the Chief Compliance Officer at Curran Financial Partners. Paige holds both a securities and insurance license in South Carolina. Paige resides in Mount Pleasant with her husband Brian, identical twin boys, Logan and Kai, and daughter, Kaitlyn. Paige was born and raised in Connecticut and enjoys the warmth and sunshine South Carolina has to offer.

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Colin Stewart

Director of Client Services

Colin Stewart

Colin Stewart is the Director of Client Services at Curran Financial Partners. His responsibilities include facilitating the smooth day-to-day operations of the practice while providing superior service to clients. Colin was raised in New York and received a Bachelors degree in Business Administration from The College of Saint Rose in Albany, NY. He holds both a securities and insurance license in South Carolina. Colin now lives on Daniel Island with his girlfriend Danielle and their dog Winston.

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Nicole Schultz

Director of Marketing

Nicole Schultz

Nicole Schultz is the Director of Marketing at Curran Financial Partners. Her responsibilities include managing new client information, reporting on marketing campaigns and maintaining strong client communications. She was raised on Hilton Head Island and has a degree in Journalism and Mass Communications from the University of Georgia. Previously, she served as the Marketing Coordinator.

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Chelsey Klinger

Director of First Impressions

Chelsey Klinger

Chelsey Klinger is the Director of First Impressions at Curran Financial Partners. Her role includes marketing strategy, event coordination, and administration of the client concierge program. She earned her degree in Sociology and Psychology from North Dakota State University and has experience writing in the fields of finance, technology, entrepreneurship, and leadership. Like Adam, Chelsey moved to Charleston after spending some time on the ski slopes in Park City, Utah. She now lives in Mount Pleasant where she enjoys sunrise bikes to the beach.

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Claire Curran

Administrative Team

Claire Curran

As part of the firm’s administrative team, Claire welcomes and assists clients in the office and over the phone, schedules appointments, updates client information and provides daily administration support. Claire’s primary role is client assistance, ensuring internal and external customers receive impeccable service at all times. Claire was born in Greenville, North Carolina, and received a Bachelor of Arts in Psychology from the University of North Carolina at Wilmington. In her free time, Claire enjoys the beach, playing tennis and exploring Charleston with her golden retriever, Alice.

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Ryan Asher

Investment Services Representative

Ryan Asher

Ryan Asher is an Investment Services Representative at Curran Financial Partners. His responsibilities include facilitating the smooth day-to-day operations of the practice while providing superior service to clients. He was born in Tivoli, New York, and he has traveled and lived in six continents and over 20 countries around the world. He graduated from the College of Charleston with degree in Major Business, plus a double minor in Finance and Entrepreneurship.

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Alice Curran

Alice is proud to serve as the firm's Director of Happiness. When clients walk through the door, she is sure to greet them with a wagging tail, and if you're lucky (and holding a treat), she'll shake your hand. In her spare time, Alice enjoys napping, walks on the beach, and getting her belly scratched. She is Adam and Claire's eldest – and, in her opinion, favorite – child.

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!