Curran & Keegan
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.
Meet the Curran & Keegan Team
Karen Curran
MBA, CFP®
Karen holds an MBA and the CERTIFIED FINANCIAL PLANNER® certification, one of the highest credential available in the financial planning field. Fewer than 20 percent of practicing financial advisors in the industry can claim ownership of this rigorous distinction.
Karen’s interest in financial consulting began with a decade-long career in academic fundraising at Smith College, where she helped donors craft sophisticated giving plans to meet their charitable and personal goals.
Karen takes pride in being actively involved in the community. She is a member of the board of directors and finance for Cooley Dickinson Hospital. Karen also served on the boards of several other vital non-profit organizations in her community including Safe Passage, Hampshire Regional YMCA, and the Northampton Survival Center. She is a member of the national Financial Planning Association and the Hampden County Estate Planning Council.
Molly Keegan
CPA
Molly began her career at Coopers & Lybrand, a prestigious accounting firm. She spent more than 15 years in banking, holding senior positions in finance and operations. Twenty-plus years in the financial services sector have allowed Molly to embrace the central importance of planning, whether for a household of one or a large corporation.
As a financial advisor, Molly is able to follow her passion and have a direct impact on the financial well-being of her clients and their families. Her goal in her work is to ease clients’ anxiety about financial uncertainty by crafting a financial plan and an investment strategy that makes sense in the context of each individual’s unique circumstances.
Being of service in her own community allows Molly to advocate for and positively impact the residents of Hadley, Massachusetts, where she has lived for more than 20 years with her husband and children. Molly is Chair of the Hadley Select Board, having previously chaired the Hadley School and Finance committees as well. In addition to her public service, Molly serves as treasurer for the Franklin and Hampshire Region United Way, and is currently a Board Trustee for Cooley Dickinson Hospital. She has held leadership roles with the Pioneer Valley Estate Planning Council, Amherst Area Chamber of Commerce and District II Cal Ripken Baseball.
Amy Watts
Advisor
SIE®, Series 66, and Series 7
Amy spent more than a decade fundraising for an academic institution, nonprofits, and a trade association, sparking her interest in personal finance. In 2020, she transitioned careers, earning her FINRA Securities Industry Essentials® (SIE®), Series 66, and Series 7 securities registrations. Amy is now working towards the CERTIFIED FINANCIAL PLANNER® certification. She lives in Montague Center with her son and daughter.
Ruth Francis
Paraplanner
SIE®, Series 66, Series 7, and Financial Paraplanner Qualified Professional™
Ruth joined Curran & Keegan in 2020 after a long career as a paralegal in NYC, where she gained securities industry experience working with global asset management firms. Ruth holds FINRA’s Series 7, Series 66, and SIE® registrations and recently earned the FPQP® designation. She resides in Northampton and serves on the Forbes Library Board of Trustees and its finance committee, as well as the Pioneer Valley Estate Planning Council.
Megan Rooney
Client Services Associate, SIE®
Megan graduated from Mount Holyoke College with a BA in Politics. Her fascination with personal finance led her to earn her FINRA SIE® certification and pursue a career in financial planning. Megan resides in Enfield, Connecticut, and enjoys spending time with her two dogs, Wally and Dove.
Meet The Team
The Blakely Financial team has dedicated professionals and advisors in retirement planning, investment fiduciary, asset management, and insurance.
Robert Blakely
Emily Promise
Steve LaFrance
Larry Albert
Rebecca Linhart (retired)
Yesenia Davila
Cara Johnson
Erin Babineau
Noah Johnson
Stephanie Lanier
Donna Blakely
Michelle Davila
Sam Levin
Interns
Marketing Team
Robert Blakely CFP®, CPWA®, AIF®, ChFC®, CLU®
Founder, Financial Advisor
Robert founded Blakely Financial in 1995. Believing that no one is more important than our clients, Robert focuses on comprehensive wealth planning that helps meet the clients’ individual needs.
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Emily Promise CFP®, CAP®, CDFA®, AIF®, APMA®, CRPC®
President, Financial Advisor
Emily works to provide clients with comprehensive financial planning. She brings a wealth of experience from her work with the Massachusetts State Treasury, Commonwealth Financial Network® and Goldman Sachs®.
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Steve LaFrance CFP®, AIF®, ChSNC®, MBA
Financial Advisor
Steve joined Blakely Financial in early 2009 hailing from a global wealth management firm headquartered in Switzerland. Steve has partnered with Robert Blakely to help meet the financial planning needs of professionals, business owners, and retirees.
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Larry Albert CFP®, MBA, AIF®
Financial Advisor
Larry joined Blakely Financial in 2022 after spending more than 20 years as a human resource and employee benefits executive. He believes nothing is more important than making a difference in his client’s lives and is proud to offer comprehensive planning services for both the pre-retiree and retiree.
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Rebecca Linhart (retired) AIF®
Financial Advisor
Becky Linhart, now retired, of Light Tower Financial Strategies is an Affiliated Partner of Blakely Financial, Inc.
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Yesenia Davila CRPC®, FPQP™
Client Services Manager
Yesy re-joined Blakely Financial in August 2023 as a Client Services Manager. Yesy assists the team in daily office operations including client paperwork and client requests.
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Cara Johnson
Financial Paraplanner
Cara joined Blakely Financial as a Financial Paraplanner. Cara helps individuals and families navigate the complexities of financial planning.
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Erin Babineau CRPS®
Financial Planning Associate
Erin joined Blakely Financial as a Financial Planning Associate. Her role involves collaborating with clients to develop and enhance their financial plans.
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Noah Johnson APMA®
Investment Management Associate
Noah joined Blakely Financial in 2019 as an Intern and worked with us throughout his college career. Upon graduation, Noah accepted a full-time position as a Portfolio Analyst, providing investment research and support to our advisors.
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Stephanie Lanier FPQP®
Administrative Assistant
Stephanie joined Blakely Financial in 2021 as an Administrative Assistant. Stephanie assists the team in daily office operations including scheduling appointments.
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Donna Blakely AAMS™, MBA
Community Liaison
Donna believes that no one is more important than the customer, and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.
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Michelle Davila
Client Service Assistant
Michelle joined Blakely Financial as a Client Service Assistant, supporting financial advisors in addressing client needs and ensuring exceptional service.
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Sam Levin
Financial Planning Analyst
Sam joined the Blakely Financial team in January 2024 as a Financial Planning Analyst.
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Interns
We have a rotating group of interns who join the Blakely Financial team each year. Our interns assist advisors with investment research, preparing for client meetings, and learning from our advisors.
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Marketing Team
Bubbly Creative
The Blakely Financial marketing team consists of Cara Chatellier (Founder & Creative Director) and Isabel Tomasi (Digital Marketing Manager) from the Bubbly Creative Marketing Agency.
Read Full BioBlakely Gives Back
Making a Positive Impact In Our Community
We strive to support our community by making a positive impact through our charitable work. Full list of partners available upon request.
SPUR North Shore
SPUR mobilizes volunteers in service and enrichment opportunities to support the needs of the North Shore community. Emily Promise serves as the Treasurer and is also an active board member.
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Wings for Widows
Larry Albert volunteers with Wings for Widows providing free, professional coaching & education to help widowed men and women navigate the financial trauma experienced in widowhood.
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Special Olympics Guilford / High Point
Special Olympics was founded by Eunice Kennedy Shriver in 1968. Our Client Service Assistant, Amber Cranford volunteers regularly with Special Olympics and Blakely Financial is proud to support her efforts.
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Discover Marblehead
Emily Promise is a Business Member with Discover Marblehead, an organization dedicated to the promotion of the majestic seaside town of Marblehead, Massachusetts, through community outreach.
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The Salem Pantry
By donating to The Salem Pantry we hope to eradicate hunger in the Salem community by providing residents in need with nutritious foods in an atmosphere of dignity and respect.
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YMCA
Over the years, Blakely Financial team members have proudly served as Board Members and continue to support the mission of the YMCA, striving to build healthy spirits, minds and bodies.
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Junior League of High Point
A member since 2000 and Past-President, Donna Blakely and the team continue to support the JLHP which is committed to promoting voluntarism and developing the potential of women in our community.
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United Way
Blakely Financial, Inc. is proud to support the United Way and its twenty-seven partner agencies that do so much for our neighbors in need. We LIVE UNITED with the United Way of Greater High Point!
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American Red Cross
Team members at Blakely Financial regularly support the American Red Cross at local blood drives.
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Communities In Schools
Our team members love Communities in Schools, where the mission is to support our students, empowering them to stay in school and achieve in life.
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Salvation Army
Blakely Financial supports the efforts of The Salvation Army, which exists to meet human need wherever, whenever and however they can. Our team participates annually in Christmas Bell Ringing and other events.
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Kiwanis
Steve Lafrance, Past President of Kiwanis of High Point, and the Blakely Financial team believe in “improving the world, one child and one community at a time” and continues to support Kiwanis’ mission.
Learn MoreReferrals
The Greatest Compliment You Can Give is a Referral
If you know someone who may benefit from our services, kindly introduce us.