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.
to get a better idea of the type of service the Planned Giving Council can provide.
Roger W. Lusby III (79C)
Chair, Planned Giving Council
Member of the Tax Division, Frazier & Deeter LLC, Atlanta, Ga.
Glen Barber (91C)
Partner, Barber Lackey Financial Group, Atlanta, Ga.
Kevin Brodrick (99C)
Group Vice President and Wealth Advisor, Truxton Trust, Athens, Ga.
Jeffery W. Cavender (90C)
Partner, Troutman Sanders LLP, Atlanta, Ga.
Bart A. Cox (92C)
Real Estate Attorney, Atlanta, Ga.
William Enloe (FFS)
Yvonne D. Hall (80C)
Managing Director – Investments, Hall & Greenwood Wealth Management Group of Wells Fargo Advisors, LLC. Member SIPC, Issaquah, Wa.
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, Ga.
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.
Michael Thompson (87C)
Partner, Duggan & Massey, Atlanta, Ga.
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.