Berry 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. 

Roger W. Lusby, III (79C)

Chair, Planned Giving Council
Member of the Tax Division, Frazier & Deeter, LLC, Atlanta, GA

Edward T. Autry (93C, 96G)

Partner, Williams, McDaniel, Wolfe, & Womack, P.C, Memphis, TN

Glen Barber (91C)

Partner, Barber Lackey Financial Group, Atlanta, GA
View News Release on Glen's Joining the Planned Giving Council  

Bart A. Cox (92C)

Real Estate Attorney, Atlanta, GA

John Duggan Eadie (83C)

Founder and Managing Director, Covenant Multifamily Offices, San Antonio, TX 

Scott H. Forsyth (82C)

Licensed CPA, Thomasville, GA

Kelly C. Holloway (92C)

Partner, Fortson, Bentley & Griffin, P.A., Athens, GA

Owen H. Malcolm, (97C)

President, Sanders Financial Management, Norcross, GA

Dan Owens (78C, 80G)

Owner, Owens Financial Group, Inc., Rome, GA

W. Bradley Roberts (95C, 03G)

Senior Vice President, Private Client Services, Citizens First Bank, Rome, Ga
Certified Public Accountant (CPA)

Casey Tyler Smith (00C)

President, Wiser Wealth Management, Inc., Marietta, GA
Captain, Atlantic Southeast Airlines

Jason C. Sweatt (88C)

Senior Manager, Tax Quality & Risk Management, Ernst & Young, Greenville, SC

Anita Tancraitor (86C)

Tax Advisor, Atlanta, GA

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, 706-378-2867 or hlansing@berry.edu. 

Copyright © 2013 Berry College • 2277 Martha Berry Hwy NW • Mount Berry, GA 30149 • (706) 232 5374
  Berry Home | Directions | Policies | Employment | Translations: Chinese | Español | Korean   
Follow us:
  • Facebook
  • Twitter
  • YouTube
  • Vimeo
  • LinkedIn
  • Flickr
  • Instagram
Hide Berry Social Media Channel