Our Team

We believe our team-based approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our dedicated team of financial professionals is always working toward earning your trust and building long-term success for each generation. Our independence, transparency, and professional integrity ensures that our interests are aligned with the interests of our clients. We actively work with our clients to help create, manage, distribute, and transfer wealth to their loved ones as well as their philanthropic passions.

Our values start with our faith, our family, and friends and through those we work in an effort to exceed our clients’ expectations. Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Dan Kerrigan, CFP®, AIF®

CEO/Founder

229-588-8448

844-479-2940

dan@kerrigangroup.com

Dan began his career as a financial advisor in 2001. In April of 2015, Dan began Kerrigan Capital and Risk Management as an independent financial planning firm.

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Shannon Burnett-Fernandez

Financial Advisor | Chief Operating Officer

229-588-8448

844-479-2940

shannon@kerrigangroup.com

Shannon joined Kerrigan Capital and Risk Management in March 2008 and currently serves as Chief Operating Officer and Financial Advisor.

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Elizabeth Greene

Client Relationship Manager

229-588-8448

844-479-2940

elizabeth@kerrigangroup.com

Elizabeth began her career as the Client Relationship Specialist with The Kerrigan Group in March of 2016.

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