About Our Firm

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

Curran Financial Partners

At Curran Financial Partners, our goal is to educate and empower you to make better decisions with your hard-earned dollars.

Adam Curran, CFP®

Adam Curran is a Certified Financial Planner™ and the Founder of Curran Financial Partners. He entered the investment industry at a very young age, working as a runner on the Philadelphia Stock Exchange while going to school at nearby Drexel University. He received a bachelor of business administration degree in accounting and finance and took a job in the hedge fund industry before seeing a need to start his own firm. His mission from the beginning was to serve hard-working families like the one he grew up in, taking the same concepts the wealthiest individuals use and sharing them with Main Street. Adam runs a weekly radio broadcast, “Retire Y’all Radio” and he has published the book, “The Power of a Plan.” He is an Investment Advisor Representative and holds an insurance license in multiple states. Adam's greatest honor is being a husband to Anna Claire, father to his sons, Ben and Brooks, and dog'ther to Alice and Piper.

 
 

Paige Ducey

Paige Ducey is the Chief Compliance Officer at Curran Financial Partners. 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.

Michael Baer

Michael and his wife, Jackie, first met Adam and Claire years ago, attending Dave Ramsey's Financial Peace University led by the Currans at a local church in downtown Charleston. He first came on board as the Director of Marketing, assisting in running dinner events, TV spots, radio shows, and much more. Michael is now a Financial Advisor focused on upholding the values of the Curran Financial Partners team. Engaging with families, he assists in eliminating debt while planning for a future retirement with confidence and fervor. His past experiences in customer service, banking, and even time as a semi-professional athlete have helped him develop a cooperative attitude to build mutually trusting relationships. His family is a huge support in his life, including the newest addition in baby Lillian, his wonderful wife in Jackie, and his two pups, Cally and Brady.

Chris McQuade

Chris is a Financial Advisor with Curran Financial Partners. He assists clients in creating and implementing retirement plans that meet their individual needs and goals. Chris started in the financial services industry in 1990 while working on fixed income and commodity trading desks in New York. Chris and his wife Mireille moved to Daniel Island with their children Matthew, Andrew and Megan, along with their dogs Scarlet and Finn.

Nicole Schultz

Nicole Schultz is the Director of Marketing at Curran Financial Partners. Her responsibilities include managing new client information, reporting on marketing campaigns and maintaining strong client communications. She was raised on Hilton Head Island and has a degree in Journalism and Mass Communications from the University of Georgia. Previously, she served as the Marketing Coordinator

Colin Stewart

Colin Stewart is the Director of Client Services at Curran Financial Partners. His responsibilities include facilitating the smooth day-to-day operations of the practice while providing superior service to clients. Colin was raised in New York and received a Bachelors degree in Business Administration from The College of Saint Rose in Albany, NY. He holds both a securities and insurance license in South Carolina. Colin now lives on Daniel Island with his girlfriend Danielle and their dog Winston.

Chelsey Klinger

Chelsey Klinger is the Director of First Impressions at Curran Financial Partners. Her role includes marketing strategy, event coordination, and administration of the client concierge program. She earned her degree in Sociology and Psychology from North Dakota State Univesity and has experience writing in the fields of finance, technology, entrepreneurship, and leadership. Like Adam, Chelsey moved to Charleston after spending some time on the ski slopes in Park City, Utah. She now lives in Mount Pleasant where she enjoys sunrise bikes to the beach.

Claire Curran

As part of the firm’s administrative team, Claire welcomes and assists clients in the office and over the phone, schedules appointments, updates client information and provides daily administration support. Claire’s primary role is client assistance, ensuring internal and external customers receive impeccable service at all times. 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.

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 info@curranfinancialpartners.com or call us at 843.300.1182 today!