2024 Forbes Best-in-State Wealth Management Team, SHOOK Research. Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Source: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24. Click here for more information. Award won under previous DBA Blakely Financial.
2025 Forbes Best-in-State Wealth Management Team, Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
CEO, Financial Planner
As a financial advisor, Emily’s primary role is to act as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations she serves. Her role transcends the traditional duties of an investment advisor or planner; she is committed to serving as a Chief Financial Officer, dedicated to the financial well-being of all the valued clients.
Emily takes a holistic look at each individual’s financial picture, rather than viewing areas in silos. 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 her primary passions is to help educate female investors and empower them to control their finances. Nothing gives her more fulfilment than helping a family plan the road map for their financial future or offering a business owner peace of mind.
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Director of Investment Management, Financial Advisor
Client Service and Operations Manager
Investment Operations Associate
Client Service Assistant
Client Service Assistant
Financial Analyst
Director of Operations
Financial Planning Associate
Financial Paraplanner
Investment Research Analyst
Client Service Assistant
Executive Assistant
Financial Advisor
Financial Advisor
Financial Advisor
Senior Financial Planning Associate
Curran & Keegan: A ShorePoint Advisory Group Company
Financial Advisor
Financial Advisor
Financial Advisor
Senior Financial Planning Associate
Financial Paraplanner
Client Service Associate
Financial Planning Assistant
Each year, we welcome interns who become part of our collaborative team. As an intern, you will work closely with our advisors on investment research and client meeting preparation, gaining hands-on experience in comprehensive wealth management. If you’re interested in joining our team, please send your resume and a note. We’d love to hear from you!
