3543 North Crossing Circle
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 committed to fostering trust and building long-term success for our valued client through 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 to make sure we exceed our clients’ expectations. Our team of financial professionals can help you address:
We also can answer your questions, including:
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 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.
Investment Adviser Representative
After graduating from Valdosta State University Steve started his professional career in 1982 with BellSouth Advertising and Publishing and, in 2018, after almost two decades in wealth management joined the Kerrigan Group.
Chief Operating Officer | Registered Operations Specialist
Shannon began her career as a sales assistant in 2008 with The Kerrigan Group. In April 2015 she became COO of Kerrigan Capital and Risk Management.
Client Relationship Manager
Elizabeth began her career as the Client Relationship Specialist with The Kerrigan Group in March of 2016.
Client Relationship Specialist/Marketing Director
Fallon began her career as a Client Relationship Specialist with The Kerrigan Group in November of 2017.