M. Andrew Shaul

CPA, PFS
Founder

Andy Shaul began his career in financial planning at Arthur Andersen & Co. in 1986, where he specialized in estate and tax planning for individuals. He earned an early promotion to Manager, and to this day, many of his clients have been clients since that time. He left Andersen in 1993 to work with Cliff Paessler at the accounting firm of Dunavant, Dickey, Paessler & Shaul. He and Paessler founded Financial Strategy Group in 1999 to provide comprehensive financial planning services.

Shaul graduated from the University of Tennessee with a bachelor’s degree in business, and holds a Master of Science in Taxation from the University of Memphis. He is both a CPA and a Personal Financial Specialist (PFS).

More Team Members

A.J. Kratz

CFA, CFP®
Advisor

Katie Stephenson

CFP®
Advisor

Amy Alexander

CPA
Controller & Assistant Compliance Officer

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