Meet Andrew
Andrew is a Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2021 through the acquisition of Atlanta Financial Associates where he was Associate Advisor. Andrew began his career in financial services in 2016 at Resource Planning Group. Inspired by his father’s relationship with a financial advisor during his upbringing, Andrew pursued a career in financial planning. He graduated magna cum laude from Western Kentucky University with a B.S. degree in finance and a concentration in financial planning. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Andrew’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Andrew has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising physicians with insurance, debt, and investment strategies
His working style
Andrew is known for his genuine curiosity and responsiveness — his goal is to always respond to clients within 24 hours, if not before. By asking questions and following through on promises, he builds both trust and executes on prudent financial planning. He’ll add in humor where he can, too.
Andrew in real life
What keeps you busy outside of work?
I have many outdoor interests: fly fishing, hiking, exploring interesting golf courses, playing and watching sports (Kentucky basketball), and ticking college stadiums or arenas off my list. I also teach classes and help with middle and high schoolers at my church.
Any words you try to live by?
“Do unto others as you would have them do unto you.”
Why do you like working at Mercer Advisors?
The great culture. Atlanta has lots of skilled and talented advisors, and all are willing to work together and help each other — we maintain a highly active Teams channel to demonstrate ongoing collaboration and support.
Andrew’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Andrew’s Teammates
Harrison Fant
Principal
What Andrew Says
Harrison keeps everything organized, allowing him to keep up with the intricacies of clients’ specific situations. His quick wit keeps things light and helps put clients at ease. He’s a great sounding board — two brains are better than one!
Anuska Kovalcheck
Wealth Advisor
What Andrew Says
Anuska brings an eye for detail to our team — she uses her financial planning knowledge to help bring clients’ goals to life through insightful financial planning analyses. She won’t stop until we have the plan dialed in just the way we want.
Christopher Blackmon
Managing Partner
What Andrew Says
Chris is the leader of the Atlanta office, and has been a great mentor over the years we’ve worked together. His willingness to share his tax expertise, and ranging experience with clients comes in handy
Luana Puglisi
Manager, Client Service
What Andrew Says
Luana is an integral part of our team — she makes sure our ideas and recommendations are executed efficiently through all facets of operations.
Adam Lee
Sr. Vice President
What Andrew Says
I enjoy watching Adam work with prospective clients. He asks great questions that get to the heart of what a prospective client might need help with and whether we’re equipped to help. The fact that he memorizes the tax brackets each year is a testament to his dedication.
Ready to learn more?
Explore More
