Because we care deeply about our clients quality of life, we work as a unique ability team to guide people to lead more fulfilled lives.

your advisory team

Meet the people who are committed to serving every client with care and excellence.

Tim Goodwin

Tim Goodwin, CFP®

Sr Wealth Advisor & Founder

Read More →

Sharon Brewer

Sharon Brewer

Registered Financial Advisor

Read More →

Ray

Ray Brown

Associate Wealth Advisor

Read More →

Rory Glatt

Rory Glatt

Wealth Planner

Read More →

Reid Trego

Reid Trego

Registered Financial Advisor

Read More →

Joanna Howard

Joanna Billy

Director of Client Services

Read More →

Christy Peacock

Christy Peacock

Chief Financial Officer and Director of HR

Read More →

Christy

Christy Trego

Chief Operating Officer

Read More →

Tara Bruce

Tara Bruce

Creative Brand Manager, GIA Consultant

Read More →

Angela Lyle

Angela Lyle

Marketing and Events Coordinator

Read More →

Herman Hugo

Herman Hugo

Director of Compliance

Read More →

our investment committee

Three non-client experts we rely on to provide us with outside counsel.

Marcus Ingram

Marcus Ingram

Chartered Financial Analyst®

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.

Shawn Meade

Shawn Meade

Certified Public Accountant
Certified Financial Planner®

Who better to have on our investment committee than another seasoned financial planner. As a partner and wealth manager at a large national management firm, Shawn brings over 20 years of experience to the table.

Buster Wright

Buster Wright

Retired

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.

Exponential Wealth book

A must-read book from our founder

In 2016, Tim Goodwin decided that our 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.

smartvestor logo

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.

“People hire us because they’re looking for a new advisor or finding it increasingly stressful to manage assets on their own. But they stay because they trust us to provide leadership, relationship and creativity to their financial situations.”

— Tim Goodwin, President + Founder

experience

Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. Our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today.