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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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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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.

Paige Ducey

Chief Compliance Officer /
Chief Operations Officer

Paige Ducey

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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David Sheaffer

Trading

David Sheaffer

David was born in a small town in Indiana, but grew up outside the Twin Cities in Minnesota. He attended college in Dallas, Texas where he graduated from SMU with a degree in business and a minor in anthropology. David joins us from a global asset management firm, where he spent the past six years. Being raised in the "land of 10,000 lakes", he became accustomed to disappointing sports teams, and grew to love everything about the water. In his free time, you can find David boating, enjoying the beaches, or exploring the best waterfront bars & restaurants the Lowcountry has to offer.

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Susan Springer

Operations

Susan Springer


Bio coming soon!

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Christine Kriegl

Client Services Manager

Christine Kriegl

Christine comes to us with 20 years of Financial Service experience enhancing client relationships, servicing their accounts, and celebrating the achievement of their personal goals. Having recently relocated from New Hampshire, she is enjoying the warmth of the low country and its residents. In her free time, Christine can be found exploring our area’s trails and outdoor activities with her husband, Kent and their two scruffy dogs, Sherman and Odell. Christine is eager for their son Garrison who attends LSU to join them when the semester ends.

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Ross DeWaard

Client Services Representative

Ross DeWaard

Ross was born in Chicago, Illinois, and was raised in the farmlands of Wisconsin. After spending 18 years in Wisconsin, he and his family moved to Maine to experience the east coast. Ross attended the University of Maine, where he graduated with degrees in business finance, marketing, and management with a concentration in entrepreneurship. He recently moved to Charleston, SC, and is living on James Island. Ross spends his free time enjoying the outdoors, whether that's hiking, rock climbing, mountain biking, or chilling at the beach.

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Kyle Conner

Client Services Representative

Kyle Conner

Kyle was born and raised in Atlanta, GA. He graduated from Georgia State University with a degree in Psychology while running two online businesses. Kyle and his Fiancé, Mollie moved to Charleston after getting engaged this past year to start their new life with their two pups, Cali and Gideon! Outside of work you can find Kyle playing golf at Stono Ferry, going to the beach or exploring everything Charleston has to offer.

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Grace Eakin

Client Services Representative

Grace Eakin

Grace was born and raised in Knoxville, Tennessee where she completed undergraduate degrees in Political Science and Psychology at the University of Tennessee. After graduation, she lived in Memphis for a time, and then moved to Nashville where she completed a Master’s in Business Administration at Lipscomb University. Although having lived in Tennessee for most of her life, Grace loves exploring her new home in Charleston. In her free time, she enjoys walking her four dogs (yes, you read that correctly, four) on the beach, traveling, and cheering on the Tennessee Vols!

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Bailey Ferez

Client Services Representative

Bailey Ferez

Bailey was born and raised in Lexington, South Carolina. She earned a Bachelor Degree in Interdisciplinary Studies with a minor in Education from The University of South Carolina Upstate. She worked for Anderson County after college and traveled to Charleston frequently. Bailey got engaged to her fiancé, Andy, in March 2021 and they decided to make Charleston their new home. Bailey loves spending time on the beach and exploring all Charleston has to offer with Andy and their dog, Hank!

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Matt Dawson

Client Services Representative

Matt Dawson

I was born and raised in York, PA. I graduated from York College of PA with a degree in Psychology. The first city I moved away from home was Charleston, SC, but a year into living there, my work had me relocate several times to cities in Indiana, Florida, Georgia, and Virginia. I eventually moved back to PA and found myself living in Philly, working in the casino industry. I eventually returned home and started using my degree to help children with Autism while building a career in the financial world. Wanting to live closer to the ocean and spend some more of my free time golfing, we decided to move to beautiful Myrtle Beach. You can usually find us on the beach with our dog, out golfing, or enjoying the many different styles of cuisine that Myrtle Beach has to offer. With our main office in Charleston, I get to go back and visit the first city I ever left home for. Beyond blessed!

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Joe Iafelice

Client Services Representative

Joe Iafelice

Joe was born and raised in Cleveland, Ohio. After 18 years, he moved to Columbus, Ohio, where he attended Otterbein University and met his wife, Leva, who is now a pediatric dentist in Summerville. He recently moved to Charleston, SC, and bought his first low country home in West Ashley. Joe is a huge auto enthusiast and has been loving all of the exotic cars he gets to see in Charleston. On the weekends, you can find him at the Carolina Bay Park with his wife and two Australian Shepherds, Golfing and cheering on the World-Famous Buckeyes!

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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!

Nicki Boone

Client Relations

Nicki Boone

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

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Maria Passalaqua

Client Relations

Maria Passalaqua

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

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Natalie McCarthy

Client Relations

Natalie McCarthy

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

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Brittney Gigante

Client Relations

Brittney Gigante

Bio coming soon!

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Kat McKee

Executive Assistant

Kat McKee

Bio coming soon!

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Adam Curran, CFP®

Wealth Advisor

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June Curran

Jr. Furnancial Advisor

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!