Planned Giving Council
The Berry College Planned Giving Council is an appointed network of alumni and friends from a variety of professional and civic backgrounds (CPAs, financial planners, stockbrokers, trust officers, etc.) whose task is to enhance the identity of and membership in the Berry
Heritage Society. Their duties include providing advice and technical expertise on various planned giving instruments and relevant laws, as well as providing individual consultation regarding planned gift prospects.
Roger W. Lusby III (79C)
Chair, Planned Giving Council
Member of the Tax Division, Frazier & Deeter LLC, Atlanta
Edward T. Autry (93C, 96G)
Partner, Williams, McDaniel, Wolfe & Womack P.C, Memphis, Tenn.
Glen Barber (91C)
Partner, Barber Lackey Financial Group, Atlanta
Kevin Brodrick (99C)
Group Vice President and Wealth Advisor, Truxton Trust, Athens, Ga.
Jeffery W. Cavender (90C)
Partner, Troutman Sanders LLP, Atlanta
Bart A. Cox (92C)
Real Estate Attorney, Atlanta
John Duggan Eadie (83C)
Founder and Managing Director, Covenant Multifamily Offices, San Antonio
William Enloe (FFS)
Kelly C. Holloway (92C)
Partner, Fortson, Bentley & Griffin P.A., Athens, Ga.
Lauren G. Isom (05C)
Financial Adviser and Partner, Griner-Isom Financial Strategies, Columbus, Ga.
Owen H. Malcolm (97C)
Managing Director, United Capital Financial Advisers, Norcross, Ga.
Matt Medley (99C)
Agent/Owner, Matt Medley State Farm Insurance, Rome, Ga.
W. Bradley Roberts (95C, 03G)
Senior Vice President, Private Client Services, Citizens First Bank, Rome
Certified Public Accountant (CPA)
Casey Tyler Smith (00C)
President, Wiser Wealth Management Inc., Marietta, Ga.
Captain, Atlantic Southeast Airlines
Jason C. Sweatt (88C)
Executive Director, Tax Quality, Ernst & Young, Greenville, S.C.
Anita Tancraitor (86C)
Tax Advisor, Atlanta
Michael Thompson (87C)
Partner, Duggan & Massey, Atlanta
If you wish to speak directly to a member of the Planned Giving Council, please contact Helen Lansing at 877-461-0039 (toll free), 706-378-2867 or email@example.com.