About Our Team

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 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.

As CEO and Financial Planner of ShorePoint Advisory Group, Emily serves as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations that rely on the team and her to manage their financial future. She serves the clients of Curran and Keegan along with her team at ShorePoint Advisory Group. Emily’s role is much more than an investments advisor or planner; she strives to be a Chief Financial Officer for those we serve.

By serving as a trusted advisor, Emily helps others craft a plan to reach their goals. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of Emily’s primary passions is to help educate female investors and empower them to control their finances. Nothing gives Emily more fulfillment than helping a family plan the road map for their financial future or offering a business owner financial confidence.

Professional Designations, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER® certification awarded by CFP Board
• Certified Divorce Financial Analyst, CDFA®, Institute for Divorce Financial Analysts
• Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
• Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
• Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
• CFA® Investment Foundations Certifications, CFA® Institute
• Registered representative of Commonwealth Financial Network®
• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

• Greensboro Society of Financial Service Professionals, Financial Literacy Committee (Board member)
• SynerG Young Professionals, Greensboro
• SPUR in Marblehead (Finance committee)
• Commonwealth Financial Network’s Women’s Advisory Council

Education

• High Point University, High Point, NC – B.S. in Finance and Accounting

ShorePoint Financial Group is a financial planning and investment management firm founded on the simple principle of stewardship. This ethic embodies the responsible development and careful management of our client's resources. Our mission is to make a difference in people’s lives through financial planning by providing clarity, insight and guidance for our clients. Curran and Keegan Financial is an affiliated partner of ShorePoint Financial Group, and we invite you to learn more about our team.
Email us at info@shorepointadvisorygroup.com.

Ruth joined Curran & Keegan in 2020 after a long career as a paralegal, which began in NYC. It was there that she was introduced to the securities industry by working at global asset management firms, 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 obtained FINRA’s Series 7 and 66 registrations as well as the Securities Industry Essentials® (SIE®). She holds the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning® and obtained the Accredited Investment Fiduciary® (AIF®) through Fi360, a Broadridge® Company.

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

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.