Leading people to financial peace, independence and generosity
We’re committed to creating opportunities where hope for financial freedom can thrive.
Meet the people who are committed to serving every client with care and excellence.
Our investment committee
Three non-client experts we rely on to provide us with outside counsel.
Marcus is that rare combo of academic and professional, which makes him so valuable to our team. Currently, he’s an Associate Professor of Finance at the University of Tampa.
Who better to have on our investment committee than another seasoned financial planner. An owner of Redwood Wealth Management, Shawn brings over 20 years experience to the table.
Buster is the kind of guy everybody wants on their board — Berry College being no exception. Before retiring, he was a Regional Vice President at Wells Fargo Advisors, but now we’re super thankful he’s with us.
A must-read book from our founder
In 2016, Tim Goodwin decided that mission of leading people to financial peace, independence + generosity shouldn’t be limited to our current list of clients. And so, he wrote a book. Since then, Exponential Wealth has been read by hundreds of people who are searching for their bigger, better future and has become a go-to-guide for many.
We’re 1 of 3 advisors in North-Central Georgia endorsed by Dave Ramsey. Ramsey – author, speaker, radio host – has a worldwide following and is a proponent of a debt-free life.