Resources

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.

Owen H. Malcolm (97C)
Chair, Planned Giving Council
Managing Director, United Capital Financial Advisers, Norcross, 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.

William Enloe

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

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.

Araya Mesfin (98C)
First Vice President, UBS Wealth Management, Atlanta, 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.

Learn more about planned giving today

Contact Helen Lansing (20G), Senior Planned Gifts Officer

PO Box 490069
Mount Berry, GA 30149-0069
hlansing@berry.edu
Office: 706-378-2867
Cell: 706-844-4629

Owen H. Malcolm (97C), CFP®

Berry College Planned Giving Council Owen H. Malcolm

PROFESSIONAL:

  • Managing director, United Capital Financial Advisers, Norcross, 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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Glen Barber (91C)

Berry College Planned Giving Council Glen Barber

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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Brian Bojo

Berry College Planned Giving Council Brian Bojo

PROFESSIONAL:

  • Partner, McRae, Stegall, Peek, Harman, Smith & Monroe LLP, Rome GA

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Erin Boorn (00C)

Berry College Planned Giving Council Erin Boorn

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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Kevin Brodrick (99C)

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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Bart A. Cox (92C), J.D.

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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William Enloe

Berry College Planned Giving Council William Enloe

PROFESSIONAL:

  • Planned Giving Officer, Floyd Healthcare Foundation
  • Berry College, 12 years of planned giving expertise as both senior planned gifts officer and planned gift specialist

EDUCATION:

  • Kenyon College, 1994

SERVICE TO BERRY:

  • Berry College Planned Giving Council
  • Berry Heritage Society

PROFESSIONAL AND CIVIC ORGANIZATIONS:

  • St. Peter's Episcopal Church, Campaign Committee
  • St. Peter's Episcopal Church, Legacy Society Committee
  • Rome Area History Museum, board member
  • Chieftain's Museum, Advisory Committee
  • Darlington School, past Alumni Council president
  • Darlington School, former member, Board of Trustees


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Yvonne D. Hall (80C), CFP®, CIMA®

Berry College Planned Giving Council Yvonne D. Hall

PROFESSIONAL:

  • Managing Director - Investments, Hall 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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Kelly C. Holloway (92C)

Berry College Planned Giving Council Kelly C. Holloway

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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Lauren G. Isom (05C), CLTC

Berry College Planned Giving Council Lauren G. Isom

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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Roger W. Lusby III (79C), CPA, CMA, AEP

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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Matt Medley (99C)

Berry College Planned Giving Council Matt Medley

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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Araya Mesfin (98C)

Berry College Planned Giving Council Araya Mesfin

PROFESSIONAL:

EDUCATION:

  • Berry College, Bachelor of Science in Biology/Physics
  • Member of Berry College Soccer Team

SERVICE TO BERRY:

  • Berry College Planned Giving Council
  • Berry Heritage Society

PROFESSIONAL AND CIVIC ORGANIZATIONS:

  • Board of Advisors, Metro Atlanta Chamber of Commerce
  • Association of African American Financial Advisors


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Jason C. Sweatt (88C), CPA

Berry College Planned Giving Council Jason C. Sweatt

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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Michael Thompson (87C)

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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Always Berry