Broker Check

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 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:

  • 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 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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Steve Parker

Investment Adviser Representative

229-588-8448

844-479-2940

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.

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Adam Setser

Financial Advisor

229-588-8448

844-479-2940

Adam began his career with The Kerrigan Group as the Marketing Intern in the Spring of 2016. A few months later he joined the team full-time and by January of 2017 became fully licensed as a Financial Advisor.

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Shannon Burnett-Fernandez

Chief Operating Officer | Registered Operations Specialist

229-588-8448

844-479-2940

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.

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Elizabeth Greene

Client Relationship Manager

229-588-8448

844-479-2940

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

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Fallon Cole

Client Relationship Specialist/Marketing Director

229-588-8448

844-479-2940

Fallon began her career as a Client Relationship Specialist with The Kerrigan Group in November of 2017.

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Nicholas Evans

Client Relationship Specialist

229-588-8448

844-479-2940

Nicholas began his career with The Kerrigan Group as the Business Intern at the start of 2019, soon after graduating from The Langdale College of Business at VSU with a Bachelor’s Degree in Business Administration. 

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