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About

About Us

We’re committed to creating opportunities where hope for financial freedom can thrive.

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Our team

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

Tim Goodwin

President + Founder
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Joe Beckford

Financial Advisor
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Sharon Brewer

Financial Advisor
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Justin Pitcock

Financial Advisor
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Beth Guthrie

Director of First Impressions
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Joanna Howard

Director of Client Services
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Angela Lyle

Project Manager
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Our investment committee

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

Marcus Ingram, CFA

Marcus Ingram, CFA

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, CPA + CFP

Shawn Meade, CPA + CFP

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 Wright

Buster Wright

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 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.

Exponential Wealth

Smart Vestor
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