Your Retirement Dream Team

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

Adam Curran, CFP®

Financial Advisor

Michael Baer

Financial Advisor

Chris McQuade

Financial Advisor

Paige Ducey

Chief Compliance Officer

Colin Stewart

Director of Client Services

Nicole Schultz

Director of Marketing

Chelsey Klinger

Director of First Impressions

Claire Curran

Administrative Team

Ryan Asher

Investment Services Representative

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 or call us at 843.300.1182 today!