Your Retirement Dream Team

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

Our Advisors

Michael Baer

Wealth Advisor

Chris McQuade

Wealth Advisor

Colin Stewart

Wealth Manager

Danay Radovic, CRPC®

Wealth Manager

Frank Passalaqua

Wealth Manager

Grey Gregory

Wealth Manager

Client Services

Paige Ducey

Chief Compliance Officer

David Sheaffer

Trading

Katie Staples

Wealth Manager

Christine Kriegl

Wealth Manager

Nathan Willard

Paraplanner

Ross DeWaard

Client Services Representative

Kyle Conner

Client Services Representative

Client Relations

Nicki Boone

Marketing

Claire Curran

Operations

Bailey Sharpe

Marketing

Maria Passalaqua

Marketing

Kat McKee

Executive Assistant

Alice Curran

Forever Director of Happiness

Adam Curran, CFP®

Wealth Advisor

Piper Curran

Assistant Branch Manager


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!