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.
investment committee
Our Investment Committee is an external group of four experts who provide outside counsel and oversee our investment strategy.
Marcus Ingram, Ph.D.
Chartered Financial
Analyst®
Marcus Ingram combines academic insight with professional investment expertise. A retired Associate Professor of Finance at the University of Tampa, he now serves as Associate Professor of Financial Economics at New College of Florida in Sarasota.
Krista Dempsey
Certified Public
Accountant
Krista Dempsey is the owner and principal of Pantana Accounting & Tax, Inc. She provides specialized tax and accounting expertise and serves as a strategic partner to our firm, helping support thoughtful tax planning for our clients.
Buster Wright
Chief Wisdom Officer
Buster Wright is a retired Investment Advisor, Branch Manager, and Regional President of a national firm. He serves on the Board of Trustees of Berry College from which he graduated and was the founder of The Berry Center for Integrity in Leadership.
Dale Alexander
CERTIFIED FINANCIAL PLANNER™ Professional
Dale is a nationally recognized financial educator and CFP® professional, and the author of the bestselling book The Talk About Money. He travels nationwide speaking to high school students about financial literacy, helping them build strong money habits.
strategic partners*
Services may be included at certain levels.
welcome to The Money P.I.G. Podcast
now in video format on YouTube!
The Money P.I.G. Podcast is co-hosted by Tim Goodwin and Joe Beckford. Our mission is to lead people to financial Peace, Independence, and Generosity—hence the name PIG. You can watch the podcast on YouTube or listen on Buzzsprout. Follow us to stay connected and never miss an episode!
*don’t worry, we won’t share your information
“People hire us because they’re looking for a new advisor or find it increasingly stressful to manage assets on their own. They stay because they trust us to provide leadership, relationship and creativity to their financial situations.”
— Tim Goodwin, Founder + CEO
experience
Since 2004, Goodwin Investment Advisory has been serving clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with life transitions such as inheritance, divorce, separation, widowhood, and job changes is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today.
