Our Team

About Our Team

Karen D. Curran, Advisor and Co-Owner

MBA, CERTIFIED FINANCIAL PLANNER™

Karen holds an MBA and the CERTIFIED FINANCIAL PLANNER™ certification, 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.

She lives in Northampton with her husband and two sons. 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 A. Keegan, Advisor and Co-Owner

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 three children. Molly is a current member of the Hadley Select Board, which she previously chaired along with the Hadley School and Finance committees. 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 Bovaird, 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 made a career transition and pursued her FINRA Securities Industry Essentials® (SIE®), Series 66, and Series 7 securities registrations; and spent more than a year advising at a major firm.  At Curran and Keegan, Amy is pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Amy lives in Montague Center with her son and daughter.

Ruth Francis- Paraplanner

SIE®, Series 66, and Series 7

Ruth joined Curran & Keegan in 2020 as the paraplanner. Previously, Ruth worked as a paralegal for global asset management firms in New York City. It was there that she was introduced to the securities industry, culminating in the responsibility of establishing institutional legal departments in London and Hong Kong.  Ruth’s inquisitiveness, keen eye for detail, and love of data and analysis, established a foundation for knowing how important it is to understand where and how your money is invested.  Ruth holds FINRA’s Series 7 and 66 registrations as well as the Securities Industry Essentials® (SIE®). 

 

Ruth resides in Northampton and is an elected member of the Board of Trustees for Forbes Library. She is also a member of and serves as the administrator for the Pioneer Valley Estate Planning Council.

Megan Rooney- Client Services Associate

SIE®

Megan is a recent graduate of Mount Holyoke College, where she received her BA with a concentration in Politics. It was during her studies that she became fascinated with personal finance and decided to venture into financial planning. She completed her FINRA Securities Industries Essentials ® (SIE®) certification as a primary step into the field, while also receiving hands-on experience in our office. She currently resides in Enfield, Connecticut, and enjoys spending her free time with her two dogs, Wally and Dove.