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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

Kevin Brodrick (99C)
Oconee State Bank, Vice President and Financial Consultant

Bart A. Cox (92C)

Real Estate Attorney, Atlanta, GA

John Duggan Eadie (83C)

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

William Enloe

Scott H. Forsyth (82C)

Licensed CPA, Thomasville, GA

Kelly C. Holloway (92C)

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

Owen H. Malcolm, (97C)

Managing Director, United Capital Financial Advisers, Norcross, 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)

Executive Director, Tax Quality, EY, 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. 

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