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

Kyle Conner

Wealth Advisor

Ross DeWaard

Wealth Advisor

Chris McQuade

Wealth Advisor

Frank Passalaqua

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.

David Sheaffer

Trading

Christine Kriegl

Client Services Manager

Joe Iafelice

Trading

Bailey Ferez

Client Services Representative

Nicki Boone

Client Services Representative

Katherine Livingston

Client Services Representative

Matt Hetherington

Client Services Representative

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!

Kat McKee

Executive Assistant

Maria Passalaqua

Client Relations

Natalie McCarthy

Client Relations

Brittney Gigante

Client Relations

Adam Curran, CFP®

Wealth 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!