
Timeline
About me
Founder + Senior Wealth Advisor, Goodwin Investment Advisory
Education

Lassiter high school
1995 - 1999
Berry college
1999 - 2003Bs financeActivities and Societies: More Ministries, Berry Investment Group, Exaltation

Kennesaw state university
1998 - 1999Joint enrollment general education
Experience

Berry college
Jul 1999 - May 2003Berry information techology studentWhen I was accepted to Berry College I heard about a student work program in the IT Department called BITS. I applied and was accepted. This job was very demanding on students as we were required to obtain the CompTia A+ Certification our Freshman year. Then we were required to obtain another professional certification, of our choice, every year. As a BIT I staffed the Help Desk, took work orders that involved networking and troubleshooting, built new computers and managed inventory. I also taught classes to Faculty and Staff on many Microsoft Office software programs. While in the BITS program I also obtain my Microsoft Office User Specialist (MOUS) Master Certification. Show less

Financial services
Jun 2003 - Feb 2004CfoI started as a financial analyst and within a few months was promoted to Chief Financial Officer. I soon discovered business practices I did not agree with. I confronted the owner who was unwilling to change them so I left to start my own company, Goodwin Investment Advisory, the best move I could have made!

Goodwin investment advisory
Feb 2004 - nowFounderOur Team works hard to provide Leadership, Relationship and Creativity to our client's financial concerns. We offer Investment Management, Financial Planning/Coaching and Trademarked Unique Processes and Tools to help our clients get out of debt, invest toward independence and re-think the best ways to give. We build globally diversified portfolios of index funds to reduce risk and keep fees low.
Licenses & Certifications
- View certificate

Certified financial planner™ professional
Cfp boardDec 2021
Volunteer Experience
Board Member
Issued by African Girls Hope Foundation on Dec 2021
Associated with Tim Goodwin, CFP®
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