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Planned Giving Council

The Berry College Planned Giving Council is an appointed network of alumni and friends from a variety of professional and civic backgrounds (CPAs, financial planners, stockbrokers, trust officers, etc.) whose task is to enhance the identity of and membership in the Berry Heritage Society. Their duties include providing advice and technical expertise on various planned giving instruments and relevant laws, as well as providing individual consultation regarding planned gift prospects. Click here to get a better idea of the type of service the Planned Giving Council can provide.

Owen H. Malcolm (97C)
Chair, Planned Giving Council
Managing Director, United Capital Financial Advisers, Norcross, Ga.  

Glen Barber (91C)
Partner, Barber Lackey Financial Group, Atlanta, Ga. 

Brian Bojo
Partner, McRae, Stegall, Peek, Harman, Smith & Monroe LLP, Rome, Ga.

Kevin Brodrick (99C)
Group Vice President and Wealth Advisor, Truxton Trust, Athens, Ga. 

Bart A. Cox (92C)
Real Estate Attorney, Atlanta, Ga.

William Enloe (FFS)

Yvonne D. Hall (80C)
Managing Director – Investments, Hall Wealth Management Group of Wells Fargo Advisors, Issaquah, Wa.

Kelly C. Holloway (92C)
Partner, Fortson, Bentley & Griffin P.A., Athens, Ga.

Lauren G. Isom (05C)
Financial Adviser and Partner, Griner-Isom Financial Strategies, Columbus, Ga.

Roger W. Lusby III (79C)
Member of the Tax Division, Frazier & Deeter LLC, Atlanta, Ga.

Jason McMillan (98C)
Senior Vice President, Branch Banking and Trust Company

Matt Medley (99C)
Agent/Owner, Matt Medley State Farm Insurance, Rome, Ga.

Araya Mesfin (98C)
First Vice President, UBS Wealth Management, Atlanta, Ga. 

Jason C. Sweatt (88C)
Executive Director, Tax Quality, Ernst & Young, Greenville, S.C.  

Michael Thompson (87C)
Partner, Duggan & Massey, Atlanta, Ga.

If you wish to speak directly to a member of the Planned Giving Council, please contact Helen Lansing at 877-461-0039 (toll free), 706-378-2867 or hlansing@berry.edu.