GIVING OPPORTUNITIES >> HOW TO GIVE >> PLANNED GIVING >> 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 learn more about planned giving at Berry, please contact Helen Lansing at 706-378-2867 or hlansing@berry.edu.

Owen H. Malcolm (97C)
Chair, Planned Giving Council
Vice President & Co-Head of Atlanta, Goldman Sachs Personal Financial Management, Atlanta, Ga.

Glen Barber (91C)
Partner, Barber Lackey Financial Group, Atlanta, Ga.

Brian Bojo
Partner, McRae, Stegall, Peek, Harman, Smith & Monroe LLP, Rome, Ga.

Erin Boorn (00C)
Senior Philanthropic Officer, Community Foundation for Greater Atlanta, Atlanta, Ga.

Kevin Brodrick (99C)
Group Vice President and Wealth Advisor, Truxton Trust, Athens, Ga.

Bart A. Cox (92C)
Real Estate Attorney, Atlanta, Ga.

Yvonne D. Hall (80C)
Managing Director - Investments, Hall & Dornan Wealth Management Group of Wells Fargo Advisors, 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.

Roger W. Lusby III (79C)
Office Managing Partner of Frazier & Deeter LLC, Atlanta, Ga.

Matt Medley (99C)
Agent/Owner, Matt Medley State Farm Insurance, Rome, Ga.

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 hlansing@berry.edu.

PROFESSIONAL:

• Vice President & Co-Head of Atlanta, Goldman Sachs Personal Financial Management, Atlanta, Ga.

EDUCATION:

• Berry College, bachelor's degree in finance, magna cum laude, 1997
• Kennesaw State University, MBA in entrepreneurship, 1999
• London Business School, executive education, 2008

SERVICE TO BERRY:

• Berry College Planned Giving Council, chair
• Berry Heritage Society
• Berry Alumni Association
• Alumni Career Network

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Leadership Gwinnett & L.E.A.D. Atlanta alumnus
• Care and Counseling Center of Georgia, Board of Governors and Executive Committee (former)
• Old Peachtree Presbyterian, Capital Campaign Committee, elder and chair
• Good Samaritan Health Center of Gwinnett, board member

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PROFESSIONAL:

• Co-owner, financial planner, Barber Lackey Financial Group LLC
  A registered investment advisor specializing in financial planning and private money management for affluent individual clients and corporations.

EDUCATION:

• Berry College, bachelor's degree in business administration, 1991

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• National Association of Insurance and Financial Advisors
• Atlanta Association of Insurance and Financial Advisors
• Qualified for Million Dollar Round Table, nine consecutive years
• Qualified for Court of the Table, three consecutive years
  

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PROFESSIONAL:

• Partner, McRae, Stegall, Peek, Harman, Smith & Monroe LLP, Rome GA, focusing on estate planning law

EDUCATION:

• New York University School of Law, LLM, Taxation, 2019
• Georgia State University College of Law, J.D., 2004
• Toccoa Falls College, B.A., 2000

BAR ADMISSIONS:

Georgia, 2004:

• Supreme Court of Georgia
• Georgia Court of Appeals
• U.S. District Court Northern District of Georgia
• U.S. Tax Court

SERVICE TO BERRY:

• Berry College Planned Giving Council

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Rome Bar Association
• State Bar of Georgia, Fiduciary Subsection
• American Bar Association, Tax Subsection

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PROFESSIONAL:

• Senior Philanthropic Officer, Community Foundation for Greater Atlanta
• Chartered Advisor in Philanthropy. American College of Financial Services
  

EDUCATION:

• Berry College, Bachelor of Arts, Communication
• Georgia State University, Master of Public Administration, Nonprofit Management

SERVICE TO BERRY:

• Berry College Planned Giving Council
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• National Center for Family Philanthropy
• Southeastern Council of Foundations
• Association of Fundraising Professionals
• First Presbyterian Church, Atlanta, GA
  

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PROFESSIONAL:

• Group vice president, Truxton Trust, Athens GA
  

EDUCATION:

• Berry College, 1995; Bachelor of Science with a concentration in finance
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society

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PROFESSIONAL:

• Real estate attorney in Atlanta with more than 15 years experience.
  

EDUCATION:

• Berry College, Bachelor of Arts in history, 1992
• University of Mississippi, juris doctorate, 1995
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Alumni Council, former member, parliamentarian

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Mt. Zion Baptist Church in Canton, Ga.
  

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PROFESSIONAL:

• Managing Director - Investments, Hall & Dornan Wealth Management Group of Wells Fargo Advisors
  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst™
  

EDUCATION:

• Berry College, Bachelor of Science, Business Administration/Economics Magna Cum Laude, 1980
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• The Washington Women's Foundation
• Women Business Owners
• Financial Planning Association
• East King County Estate Planning Council
• Estate Planning Council of Seattle

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PROFESSIONAL:

• Partner, Fortson, Bentley & Griffin P.A., Athens, Ga.
  

EDUCATION:

• Berry College, Bachelor of Science in mathematics education, magna cum laude, 1992
• University of Georgia, Master of Education in mathematics education, 1995
• University of Georgia School of Law, juris doctorate, 1999
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• State Bar of Georgia
• Western Circuit Bar Association, treasurer, 2006 to present
• Community Connection of Northeast Georgia, Board of Directors, 2007 to present
• Athens Area Community Foundation, Board of Directors, 2011 to present
  

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PROFESSIONAL:

• Financial Adviser and Partner at Griner-Isom Financial Strategies, specializing in retirement planning and legacy solutions
  

EDUCATION:

• Berry College, Bachelor of Science in finance, 2005
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Columbus Regional Tennis Association (CORTA), President, 2015 - Present
• Conference Board of Pensions/Health Benefits for the South Georgia United Methodist Church, Secretary and Chair of the Health Insurance Sub-Committee, 2010 - Present
  

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PROFESSIONAL:

• Partner, Frazier & Deeter LLC, Atlanta
  Certified public accountant (CPA) with more than 20 years experience, including estate planning
  Certified Management Accountant (CMA)
  Accredited Estate Planner (AEP)
  

EDUCATION:

• Berry College, bachelor's degree in business administration, cum laude, 1979
• Georgia State University, Master of Taxation, 1983
  

SERVICE TO BERRY:

• Berry College Board of Trustees
• Berry College Planned Giving Council, past chairman
• Berry Heritage Society
• LifeReady Campaign Committee
• Century Campaign Executive Steering Committee
  Chairman, Planned Giving Subcommittee
• Berry College Alumni Association
• Berry College Alumni Career Network
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Georgia Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• International Association of Financial Planners
• Atlanta Tax Forum, Board of Trustees, 2002 to present; chairman, 2005
• Atlanta Estate Planning Council
• Georgia Federal Tax Conference Inc., Board of Trustees, 2004 to present
• The Community Foundation for Greater Atlanta Inc., Board of Trustees, 2005 to present
  

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PROFESSIONAL:

• Agent/Owner, Matt Medley - State Farm Insurance, Rome, GA
• Campus Director, Campus Outreach - Rollins College, Winter Park, FL, 2001-2006
• Licenses: Series 6, Series 63, Georgia Insurance License
  

EDUCATION:

• Berry College, Bachelor of Arts in Public Relations, 1999
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Career Center Mock Interviews
• Employer - Community and Industry Work Experience Program
• Internship Host - Campbell School of Business
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Member, Greater Rome Chamber of Commerce
• Member, Greater Rome Board of Realtors
• Seven Hills Fellowship PCA, Rome, GA
  

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PROFESSIONAL:

• Crosslin PLLC, Managing Tax Principal, Nashville, TN
• Executive director of tax quality, Ernst & Young, Greenville, S.C. (former)
• Elliott Davis LLP, shareholder, chair of state and local tax services, chair of tax committee and director of tax quality, Greenwood and Greenville, S.C. (former)
• Arthur Andersen, tax manager, Atlanta (former)
  

EDUCATION:

• Berry College, Bachelor of Science, accounting, 1988
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society
• Berry Alumni Council
• Alumni Career Network
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• South Carolina Association of CPAs: Board of Directors and past chair of the Legislative Advocacy and Regulatory Committee
• AICPA's e-Filing committee with the IRS
• South Carolina Chamber of Commerce, Tax Committee
• South Carolina Department of Revenue Blue-Ribbon Panel for Sales and Use Taxes, former member
• Leading Edge Alliance, State and Local Taxes Section, former chairman
• Rocky Creek Baptist Church, Greenville, S.C., orchestra and creative ministries director
  

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PROFESSIONAL:

• CPA, Principal, CliftonLarsonAllen LLP, Atlanta
  

EDUCATION:

• Berry College, bachelor's degree in accounting, 1987
• Certified Public Accountant, 1991
  

SERVICE TO BERRY:

• Berry College Planned Giving Council
• Berry Heritage Society
• Berry Alumni Council
  

PROFESSIONAL AND CIVIC ORGANIZATIONS:

• Director and Buckhead Advisory Board member, The Georgian Bank, Atlanta
• Director, Buckhead Coalition
• Member, American Institute of Certified Public Accountants
• Georgia Society of Certified Public Accountants (Buckhead Chapter)
  

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