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

Grey Gregory

Wealth Advisor

Chris McQuade

Wealth Advisor

Frank Passalaqua

Wealth Advisor

Danay Radovic, CRPC®

Wealth Advisor

Colin Stewart CFP®

Wealth Advisor

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

David Sheaffer

Trading

Susan Springer

Operations

Ross DeWaard

Client Services Representative

Kyle Conner

Client Services Representative

Grace Eakin

Client Services Representative

Christine Kriegl

Client Services Manager

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

Lee Sanderlin

Client Relations

Bailey Ferez

Client Relations

Maria Passalaqua

Client Relations

Claire Curran

Operations

Kat McKee

Executive Assistant

Alice Curran

Forever Director of Happiness

Adam Curran, CFP®

Wealth Advisor

Piper Curran

Forever Office 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!