Your Retirement Dream Team
Here’s our story. We look forward to hearing yours.
Our Advisors
Client Services
Paige Ducey
Chief Compliance 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.
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.
Katie Staples
Wealth Manager
Katie Staples
Katie was born in Ludlow, Massachusetts, and has over 12 years of experience in the financial services industry. Katie loves to be outside and spend time with her two rescue dogs, Jake and Ammo. When she's not working, Katie loves to cook, spend time with family and volunteer for local First Responders.
Christine Kriegl
Wealth 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.
Nathan Willard
Paraplanner
Nathan Willard
Nathan was born in Selinsgrove, Pennsylvania and moved to Birmingham Alabama when he was 8 years old. He fell in love with Charleston after visiting and moved here 5 years ago. He has over 8 years of experience in the financial services industry. In Nathan’s free time, he enjoys spending time with his daughter Ella and catching the waves on Isle of Palms.
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.
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.
Client Relations
Nicki Boone
Marketing
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.
Claire Curran
Operations
Claire Curran
Claire was born in Greenville, North Carolina, and received a Bachelor of Arts in Psychology from the University of North Carolina at Wilmington. In her free time, Claire enjoys the beach, playing tennis and exploring Charleston with her golden retriever, Alice.
Bailey Ferez
Marketing
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!
Maria Passalaqua
Marketing
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.
Alice Curran
Forever Director of Happiness
Alice Curran
If love could have kept Alice alive, she would have lived forever. Unfortunately like so many puppies too soon, she crossed the rainbow bridge in 2021 with a little piece of the Curran Financial Partners family's heart with her. She was Adam and Claire's first baby and witnessed the firm grow from a small 2 person operation occupying 1,000 sq/ft to a bustling practice with over 20 team members and 8,000 sq/ft of office space. None of this would have been possible had we not had the Director of Happiness greeting people at our front door for her 6 years on this earth. Not a day passes where we don't think about Alice and wish she was there to greet us once more.
Piper Curran
Assistant Branch Manager
Piper Curran
Piper was adopted by Adam and Claire from Grateful Goldens of the Low Country. We were only supposed to foster her! We foster-failed in the best way possible and she became a family member and team member at the age of 10 and hasn't stopped working even at the ripe age of 14. Don't let the sweet face fool you, she is a shrewd business woman. If there is food in her vicinity she will do whatever it takes to meet her goals. Now in her elder years, Piper spends most of her day in the lobby sleeping and dreaming about the good old days when her legs used to work. To know Piper is to love Piper. Everyone needs a Piper.
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!