Goodwin Investment Advisory

Raymond Brown is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Goodwin Investment Advisory with three years of industry experience. He has been involved with Cast & Crew Production since 2012. Outside of his advisory role, he operates Production Badger, LLC, a service and rental company providing plastic ID card printers and supplies primarily for film industry production teams. Goodwin Investment Advisory manages approximately $344.4 million in discretionary assets across about 358 client relationships, serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including proprietary strategies and partnerships with institutional providers.

Joseph Beckford is a CFP® professional with 14 years of industry experience. He has been with Goodwin Investment Advisory since 2011 and previously worked at B & G Financial Mortgage, LLC for 10 years. Beckford holds a Series 65 license and is based in Woodstock, GA. Goodwin Investment Advisory is a team of five advisors managing approximately $344.4 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs dynamic asset allocation strategies and constructs portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Timothy Goodwin is a CFP® with over 21 years of experience in financial advising. He has been with Goodwin Investment Advisory since 2004 and founded MCSE Stewardship, LLC in 2017, which serves as the general partner for the Goodwin Real Estate Fund and its successor. In 2021, he transitioned to co-manager and 50% owner of MCSE Stewardship. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets, employing dynamic asset allocation strategies and a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies such as the Goodwin Large-Cap 20.

Coby Sullivan is a financial advisor at Goodwin Investment Advisory with Series 63 and Series 65 credentials and one year of industry experience. His background includes service in the U.S. Army and prior work at First Command Brokerage Services. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies across a range of investment vehicles, combining in-house insights with institutional model portfolios and execution partners.

Justin Pitcock is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Goodwin Investment Advisory since 2018 and previously worked at the Georgia Secretary of State and Redmond Regional Medical Center. He serves as a pro bono Investment Committee Member for Infinite Giving Advisory Services, a registered investment adviser that focuses on charitable organizations. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary and third-party models.

Herman Hugo is a financial advisor at Goodwin Investment Advisory in Woodstock, GA, holding a Series 65 credential. He has been with Goodwin Investment Advisory since 2021 and previously worked at Infineon Technologies for nine years. Outside of his advisory role, he is involved with Hugo Link, LLC. Goodwin Investment Advisory provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344 million in assets and employs dynamic asset allocation strategies using a range of investment vehicles, including proprietary offerings such as the Goodwin Large-Cap 20.

Reid Trego is a financial advisor at Goodwin Investment Advisory with four years of industry experience. He holds a Series 65 designation and has worked at Goodwin Investment Advisory since 2021. Outside of advising, he coaches existing franchisees at United Franchise Group and provides consulting services through Reid Trego Coaching. Goodwin Investment Advisory offers discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $344.4 million in discretionary assets and employs dynamic asset allocation strategies using a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and proprietary strategies.