Meet Andrew
Andrew is a Partner at Mercer Advisors, based in Atlanta, Georgia. He joined us in 2020 through the acquisition of Kays Financial Advisory Corporation where he was Principal, a member of the investment committee, and Sr. Client Advisor. Prior, he spent 10 years as Vice President, Financial Consultant at Fidelity Investments. Inspired at a young age by mentors in his father’s professional circle who modeled thoughtful and purposeful wealth stewardship, Andrew earned a B.S. degree in business administration with a concentration in financial planning from Liberty University. He is 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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- 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
His working style
Andrew is known for being warm, dependable, and principled, combining deep expertise and attention to detail in a way that builds confidence. His client approach is highly tailored — adapting communication style, tone, and cadence to each client’s preferences, whether informal and high‑level or more formal and technically detailed.
Andrew in real life
What keeps you busy outside of work?
I have an amazing family life with my wife and our four young kids, and both sets of parents living nearby. We love exploring the variety of outdoors activities in and around Atlanta.
Favorite thing about where you live?
We love that Atlanta has such a diverse set of opportunities for enjoying great entertainment, dining, outdoors, arts, festivals, and music.
Why do you like working at Mercer Advisors?
I love the team I get to work with and the passion with which we’re collectively pursuing a distinct and compelling vision. We strive to help each client achieve and maintain Economic Freedom™ and experience the impact and reassurance that it brings.
Andrew’s snapshots
Meet Andrew’s Teammates
Jill Varnum
Manager, Client Service
What Andrew Says
Jill is tremendously reliable and helps ensure that we execute on what we say we will get done for clients.
Patrick Moody
Financial Planner
What Andrew Says
Patrick is smart, ambitious, and proactive. He is a huge asset to clients and our team because he proactively engages ahead of meetings to prepare tailored analyses that can address the needs and goals of clients.
Jonathan Gossens
Sr. Investment Strategist
What Andrew Says
Jon is a crucial part of the team when it comes to solving the more complex investment challenges facing clients and communicating in a very clear way. He is very good at making complex matters simple.
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