Andrew Shannon

Andrew finds deep fulfillment in collaborating with clients to develop, refine, and implement financial plans that reflect the unique details of their personal financial stories. He helps clients make informed decisions by evaluating how each choice affects their broader financial picture, whether it’s the timing of Social Security or pension benefits, financing a second home, investing proceeds from a business sale, or maximizing charitable giving. Andrew also proactively identifies tax-saving opportunities and uses insurance strategies to strengthen areas of financial vulnerability.

Andrew began his career in financial services in 2016 at Resource Planning Group and later joined Atlanta Financial Associates, which partnered with Mercer Advisors in 2021. His professional journey, combined with personal life experiences, has shaped his comprehensive, empathetic, and strategic approach to wealth advising.

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 Bachelor of Science in finance and a concentration in financial planning. He is also a CERTIFIED FINANCIAL PLANNER® Professional.

An Atlanta-area native, Andrew enjoys watching college sports, especially cheering on the Kentucky Wildcats and his alma mater, the WKU Hilltoppers. He spends his free time outdoors, playing golf on unique courses, hiking, and fly fishing. An enthusiastic explorer, he’s currently on a mission to visit as many sports arenas and stadiums across the Southeast as possible. Andrew is also active in his church, where he teaches Bible classes and leads devotions for middle and high school students.