Prior to joining Blakely Financial, I worked for seven years as a Case Manager at Commonwealth Financial Network.  In my role at Commonwealth, I supported advisors through their business transitions.   The priority for each transition was to always ensure the client’s needs were met.  It was a privilege to witness the care each advisor took with every client and their passion to help them achieve their financial goals.  

I live in Walpole, MA with my husband Jamie and our children Mark, Erika, and Kayla. I enjoy working out, watching sports, spending time with my family, and going to Lake Winnipesaukee in the summer. 

Professional Designations, Certifications, Registrations, and Licenses

•  SIE, S7

Education

• Merrimack College, BS Business Management

• Northeastern University, Masters of Arts in Teaching, Elementary Education 

Personal Points

My top 3 reads and podcasts are…

Fearless, Red Notice and Where the Crawdads Sing

My happy hour order is…

Sangria

My favorite quote is…

Throw your soul through every open door

If I wrote my own job description…

Director of Operations

My dream travel destination is…

Greece

Something people don’t know…

I once played basketball in the Boston Garden.

I am excited to join the Blakely Financial team as a Client Service Assistant. As a former educator, I take pride in my ability to help others. 

Born and raised on the north shore of Massachusetts, I am a new mom currently residing in Marblehead, MA with my partner, our son and our 4 dogs. I enjoy fitness of all kinds, traveling and am always exploring new ways to better myself.

Professional Memberships

• Women’s Business League

• Boston Business Women

Education

• Salve Regina University, Newport, R.I., B.S. in Business Administration

• Salem State University, Salem, MA, Master’s in Early Childhood Education

• American International College, C.A.G.S. in Literacy

• Nutritional Therapy Association certificate in Nutritional Therapy

Personal Points

My top 3 reads and podcasts are…

anything by Brianna Weist, Kristin Hannah, or a good murder mystery

My happy hour order is…

mimosa or a skinny marg with salt

Causes I’m passionate about…

St. Jude’s Children’s Hospital and animal welfare organizations such as the MSPCA.

My favorite quote is…

“One day, the mountain that is in front of you will be so far behind you, it will barely be visible in the distance. But the person you become in learning to get over it? That will stay with you forever. And that is the point of the mountain.” - Brianna Weist

My dream travel destination is…

London, Bali, Greece and Costa Rica

My superpower would be…

to help everyone see the best in themselves.

I practiced corporate finance and tax law for 26 years, both in BigLaw and as in-house counsel, structuring complex tax credit and debt funds with some of the largest institutional investors in the world. I closed over $2 billion in debt and equity financing. As in-house counsel to a syndication and investment management company, I managed legal and corporate compliance issues for all business groups. In 2021, I founded WTR Enterprises, focusing on professional well-being through executive coaching, speaking, and programming. I’ve lectured at Harvard, Boston University, and Boston College Law Schools and been featured by BBC Studios, NBC and Fox News. 

As Chief Operating Officer and General Counsel at Blakely Financial, I oversee the firm’s operations and ensure we’re running as efficiently and effectively as possible. I’m responsible for managing internal processes, supporting our team, and navigating legal matters to keep our business aligned with industry standards and best practices. My goal is to create a strong foundation that allows our advisors to focus fully on serving our clients. Every day, I’m committed to fostering a collaborative environment that supports both our team’s success and the long-term growth of our firm.

Professional Designations, Certifications, Registrations, and Licenses

• Juris Doctorate

Professional Memberships

• Massachusetts Bar Association Committee on Lawyer Well-Being

Education

• Dartmouth College, Hanover, NH, B.A. in History

• Suffolk University Law School, Boston, MA, Juris Doctor, Cum Laude 

Personal Points

My top 3 reads and podcasts are…

The Untethered Soul, The Red Tent, The Greatest Salesman in the World

Causes I’m passionate about…

Mental Health Stigma, Equality, Female Financial Freedom

My favorite quote is…

"To thine own self, be true.”

My favorite restaurant is…

my kitchen.

Something people don’t know…

I threw the javelin, weight and hammer on the varsity track team at Dartmouth.

My dream travel destination is…

Peace of mind.

I am originally from Marblehead, MA, and now live in Columbia, SC, with my husband and our beautiful cat, Charleston.  I enjoy running a local food blog called Columbia Foodie, where I try and review new restaurants.  My husband and I love to travel, and are always planning our next trip.  I am a proud member of Junior League of Columbia, and an alumnus of the University of Alabama and my sorority, Sigma Delta Tau.

As an Executive Assistant at Blakely Financial, I support our leadership team to help keep daily operations running smoothly and efficiently. I handle scheduling, client communications, and a range of administrative tasks, always with a focus on providing excellent service. With a strong attention to detail and a proactive approach, I strive to create a seamless experience for both our clients and our team.

Education

• University of Alabama, Tuscaloosa, Alabama, B.A. in Advertising and Public Relations

Personal Points

My happy hour order is…

Aperol Spritz

My dream travel destination is…

Saint Moritz, Switzerland

Causes I’m passionate about…

Pawmetto Lifeline, the largest animal protection organization in South Carolina.

My superpower would be…

Time Travel!

My favorite restaurant is…

Hall’s Steakhouse

My favorite quote is…

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou

For over a decade, Curran & Keegan has been a trusted name in financial planning, known for their personalized approach and dedication to helping clients achieve their goals. Based in Hadley, Massachusetts, their boutique firm has cultivated strong relationships by delivering tailored solutions and exceptional service.

Curran & Keegan’s team, led by Karen Curran, MBA, CFP®, and Molly Keegan, CPA, has always prioritized putting clients first. Their commitment to integrity, collaboration, and financial excellence aligns seamlessly with the values of Blakely Financial. Together, we’re expanding the resources and expertise available to support your financial journey.

Karen and Molly’s thoughtful leadership and focus on long-term client success have been pivotal in their growth. As they join Blakely Financial, this shared vision continues, backed by over 118 years of combined experience between our firms. Discover how the Curran & Keegan team, alongside the resources of Blakely Financial, can empower you to achieve your financial goals. Experience the same personalized care you’ve come to trust, now with even greater capabilities to support your future.

Learn more about the Curran & Keegan team.

As a Client Service Assistant at Blakely Financial, my role involves working closely with our financial advisors to provide support by managing and addressing clients’ needs and ensuring a high level of client satisfaction. 

I currently reside in Asheboro, North Carolina.  In my spare time, I enjoy spending quality time with my little sister or getting lost in a good book. I also love to pick up new hobbies- I am currently learning to crotchet! 

Education

• The University of North Carolina at Charlotte, B.A. in Criminal Justice and Political Science

Personal Points

My top 3 reads and podcasts are…

Podcasts- The Rest is History, Morbid (Crime podcast) Books- The Body Keeps the Score by Bessel van der Kolk

My happy hour order is…

A Paloma

My favorite quote is…

“You must do the thing you think you cannot do.” – Eleanor Roosevelt

My superpower would be…

The ability to speak and understand every language

If I wrote my own job description…

Support Service

My dream travel destination is…

Iceland

I joined Blakely Financial as a Financial Planning Associate after working with another advisory firm in the Boston area for several years. My role involves supporting Advisors when they are working with clients to develop and enhance their financial plans to fit their individualized lifestyles, goals, and needs. Navigating your finances can be overwhelming, and my favorite part of working in financial services is helping to alleviate that stress from our clients.

I currently reside in East Boston, and I was born and raised not too far away in Framingham, MA. Beyond work, I enjoy reading, cooking, yoga, exploring, and spending time with family and friends. Trying out new recipes and restaurants are both at the top of my list of favorite activities—I’m always open to recommendations!

Professional Designations, Certifications, Registrations, and Licenses

• FINRA General Securities Representative Exam – Series 7
• FINRA Uniform Combined State Law Examination – Series 66
• Chartered Retirement Planning Counselor™- CRPC™

Education

• University of Rhode Island, B.A. in Business/Finance

Personal Points

My top 3 reads and podcasts are…

“101 Essays that will Change the Way You Think” by Brianna Wiest, “Lessons in Chemistry” by Bonnie Garmus, “The Boy, The Mole, The Fox and The Horse” by Charlie Mackesy

My happy hour order is…

A glass of Sauvignon Blanc

My favorite quote is…

“Success is not final; failure is not fatal: It is the courage to continue that counts.”

My superpower would be…

Teleportation

My favorite restaurant is…

Ciao Roma in Boston’s North End - or really any restaurant in the North End!

My dream travel destination is…

Ireland

I joined Blakely Financial with a wealth of experience in real estate and mortgage lending. Over the years, I’ve had the privilege of guiding clients through complex financial decisions. Whether it’s negotiating favorable mortgage terms, navigating intricate real estate transactions, or other complex financial decisions, I’ve always been committed to delivering an exceptional experience.  I’m passionate about helping individuals and families navigate the complexities of financial planning, and I look forward to the opportunity to serve clients at Blakely Financial.

I currently reside in Marblehead, MA with my husband and two sons. In my spare time, I enjoy staying active through workouts, yoga and stand-up paddleboarding. I love being outdoors, whether it’s walking my dog, spending time at the beach, or on the baseball and football fields watching my boys play!

Professional Designations, Certifications, Registrations, and Licenses

• Licensed Real Estate Salesperson
• Licensed Mortgage Loan Originator 
• Studying for the series 65 exam (the NASAA Investment Advisers Law Examination)

Education

• James Madison University, Harrisonburg, Virginia, B.A. in Art and Architectural History

Personal Points

My happy hour order is…

Casamigos Skinny Margarita

My superpower would be…

Super Strength

My favorite quote is…

"Be kind, for everyone you meet is fighting a hard battle." – Plato

My favorite restaurant is…

Tonno, Gloucester, MA

My top 3 reads and podcasts are…

Books: Atomic Habits, Untamed Podcast: The Skinny Confidential

My dream travel destination is…

Amalfi Coast, Italy

I was born and raised in Jacksonville, Florida, and moved to North Carolina to attend Elon University and play on their football team. After graduating Magna Cum Laude in December 2023, with a major in Finance, I joined the Blakely Financial team in January 2024. My daily responsibilities include preparing for client review meetings, assisting advisors with managing models and client accounts, and updating client financial plans. Outside of Blakely Financial, I enjoy playing golf, listening to audiobooks, and attending live sporting events.

Professional Designations, Certifications, Registrations, and Licenses

• Accredited Portfolio Management Advisor, APMA®
• Securities Industries Essentials Registration

Education

• Elon University, Elon, North Carolina, B.A. in Finance

Personal Points

My top 3 reads and podcasts are…

Freakonomics / New Heights Book – I Love Capitalism!

My happy hour order is…

An Old Fashioned

My favorite quote is…

"Yesterday is history. Tomorrow is a mystery. Today is a gift. That’s why we call it ‘The Present’" – Eleanor Roosevelt

My superpower would be…

Teleportation (My family is all around the Country, and this would make it much easier to see them)

My favorite restaurant is…

Colt & Alison – Sea Island, GA

My dream travel destination is…

The French Alps

I joined Blakely Financial in June 2019 in the Client Services Department. After a few years, I went to another firm and truly came to appreciate the level of care and service that the team at Blakely Financial provides their clients. It is the level of care that people should be provided. I rejoined the Blakely Financial team and now oversee the daily office operations and client services department. Knowing that our clients’ life’s work is in the care of a great team and that their loved ones will be taken care of gives me great satisfaction and pride in what I do every day.

I am bilingual and speak fluent Spanish. I reside in Asheboro, NC, with my husband Juan and our three children. In my spare time, I enjoy spending time with my family & traveling. I love helping/mentoring first-generation College Students. Many believe they cannot afford school; I like to show them how they can qualify for financial aid and loans that will allow them to go to a 4-year university and not settle.

Professional Designations, Certifications, Registrations, and Licenses

• Chartered Retirement Planning Counselor, CRPC®, College for Financial Planning
• Financial Paraplanner Qualified Professional^™, FPQP^™, College for Financial Planning
• North Carolina Notary Public

Education

• The University of North Carolina at Greensboro, Greensboro, N.C. – B.S. in Accounting and Business/Management
• Randolph Community College, Asheboro, N.C. – A.A.S. in Accounting and Business/Management

Personal Points

If I wrote my own job description…

Client Service Administrator

My favorite quote is…

Live the life you love, Love the life you live

My superpower would be…

Healer

My top 3 reads and podcasts are…

Rich Dad, Poor Dad, Red Table Talk

My happy hour order is…

Mango Colada

My dream travel destination is…

Egypt