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 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
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