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

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Kyle Conner

Wealth Advisor

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.

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Ross DeWaard

Wealth Advisor

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.

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Chris McQuade

Wealth Advisor

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Frank Passalaqua

Wealth Advisor

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Colin Stewart CFP®

Wealth Advisor

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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

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.

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Susan Springer

Operations

Susan Springer

I was born and raised in Erie, PA. I started my education at Allegheny College in Meadville, PA and finished, back in Erie, at Gannon University. I earned a degree in Business Administration with a concentration in Marketing. I also minored in music and played the piano from second grade through college. In 1990, after a trip to see a friend in Raleigh, NC, I decided it was time to leave the snow, move south and enjoy the sunshine!

I met my husband, John and got married in Cary, NC. As avid boaters, we soon decided to move closer to the water. We first lived in Goose Creek, then relocated to Mount Pleasant where we raised our two children, Ryan, and Rachel, along with several dogs and cats.

I came to Curran Financial Partners with years of experience, working as an Office Manager for an Independent Investment Advisor. I also have experience as an Administrative Assistant, Technical Writer, and Operations Manager, working alongside the Veteran’s Administration and the US Coast Guard. My most recent position was as an Accounting Manager for a local boat manufacturer.

I am still enjoying the sunshine and can be found walking my dogs or riding the seas on our center console fishing boat or simply dreaming of “tickling the ivories” on a baby grand piano.

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Christine Kriegl

Client Services 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.

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Bailey Ferez

Client Services Representative

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!

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Joe Iafelice

Client Services Representative

Joe Iafelice

Joe was born and raised in Cleveland, Ohio. After 18 years, he moved to Columbus, Ohio, where he attended Otterbein University and met his wife, Leva, who is now a pediatric dentist in Summerville. He recently moved to Charleston, SC, and bought his first low country home in West Ashley. Joe is a huge auto enthusiast and has been loving all of the exotic cars he gets to see in Charleston. On the weekends, you can find him at the Carolina Bay Park with his wife and two Australian Shepherds, Golfing and cheering on the World-Famous Buckeyes!

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Nicki Boone

Client Services Representative

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.

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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

Kat McKee

I was born in Greenville, South Carolina; raised in rural Florida; enjoyed undergrad at SMU in Dallas, TX; escaped to Southern California and landed in Financial Services in my early twenties. There I started my client service career with a discount retail brokerage firm, acquired my securities license and then moved from a full-service brokerage to institutional money management. Next, I returned to the east coast to support family and shifted into home and estate management, serving hard-working families and elderly clients, first in the Atlanta, Georgia area, and then in Connecticut and tri-state area. After a break to visit friends and family, I joined a boutique public relations firm serving nonprofits and small businesses, where I met my fiancé, Tom. After graduating with my MBA in Finance in 2013, I enlisted Tom, and we volunteered for the Guiding Eyes for the Blind as puppy raisers to Lennon, a black lab that is now our furrever son. Ten years later, I brought Tom to South Carolina and returned to the home management realm, and we rescued Jagger, Covid-ditch dog and black lab/Beauceron mix. Tom and I take our puppysons on trail hikes, to playdates, the beach, the mountains, on vacations, and everywhere we can.
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Maria Passalaqua

Client Relations

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.

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Natalie McCarthy

Client Relations

Natalie McCarthy

Natalie grew up in Millville, New Jersey and moved to Myrtle Beach, South Carolina in 2017. Natalie has her associate degree in childhood education from Horry-County Technical College. In her free time, Natalie enjoys going for walks, spending time with her friends and family, and reading on the beach.

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Brittney Gigante

Client Relations

Brittney Gigante

Growing up in Westchester, New York, I found my heart drawn to the South during my college years at the College of Charleston, where I completed my bachelor’s degree in communications in 2022.My career began as a marketing intern with Le Creuset of America, where I discovered my passion for crafting compelling messages and making connections. Today, I am proud to be a part of the Curran Financial Partners team, where I use my communication skills to help clients achieve their financial goals. Beyond my professional life, I find joy in dancing, cooking, and spending quality time with friends and family.

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Adam Curran, CFP®

Wealth Advisor

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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!