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.
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.
Certified Public Accountant
Certified Financial Planner®
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 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.
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
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.