Chuck Carrick is the partner responsible for DMJ Wealth Advisors, LLC. He brings over 20 years of financial planning experience to the firm. He believes in taking a very disciplined and structured approach to investment planning.
Sheryl Austin is a Partner in DMJ Wealth Advisors, LLC and has over 16 years of financial planning experience. Sheryl is a Certified Financial Planning Professional, Chartered Financial Consultant, and Certified Life Underwriter.
Mike Gillis is DMJ's managing partner and helps privately-held businesses and their owners achieve their long-term financial goals with proactive planning. He is a frequent presenter on tax matters and works extensively in the area of...
Milton is from Rocky Mount, North Carolina and completed his B.S. in Accounting at East Carolina University in 1988. He has been a CPA since 1990 and is also a Certified Specialist in Estate Planning. Working in public accounting since...
Charlie Welborn was born and raised in Yadkinville, North Carolina. He attended Guilford College in Greensboro where he attained a Bachelor of Administrative Science in Accounting. In 1983, Charlie joined the staff of DMJ in Greensboro...
Donna B. Johnson was raised in Olivia, North Carolina, and graduated from Benhaven High School in 1973. She attended Central Carolina Community College where she received an Associate in Applied Science Degree in 1975. After working...
Art Winstead joined DMJ in 1978 and was named a partner in 1984. He is a general services partner in the Greensboro office and is the firm-wide Accounting, Auditing, and Quality Control Partner. He serves as team captain and team...
Brad has over 20 years of financial services experience. He graduated Phi Beta Kappa from Denison University with a B.A. in Economics, and subsequently earned his law degree from West Virginia University. Brad holds...
Jeff is a Certified Financial Planner Professional at DMJ Wealth Advisors, LLC. He leads a team dedicated to providing personalized service and advice to the firm’s clients. He holds the Series 7 and 66 licenses as well as his...
Erin grew up on Long Island, NY and moved to the Greensboro area in 2007. She began her career working in the banking and finance industry and continued on to work for a Registered Investment Advisor Firm as a Client Services Manager...
A Greensboro, NC native, London joined the firm in 2013 as an Client Care Associate. Client satisfaction is a top priority to London who strives to produce excellent client experiences through communication, sincerity, and service....
Laura is a recent resident of Greensboro, NC. In 2015, she joined DMJ Wealth Advisors as a Client Care Associate after previous work for an investment advisory firm in Wilmington, NC. Laura brings over five years of experience in...
Drew Saia joined DMJ Wealth Advisors as a Planning Associate in September 2016. He brings five years of public accounting experience to the firm. Drew’s primary role is to provide assistance in the development and maintenance of...
As an Advisor, Greg Carrick, CFP®, CIMA® works closely with clients to enable them to take control of their financial lives so that they can have a greater impact on what is most important to them. After nine years with DMJ...
Phyllis Tuttle joined DMJ Wealth Advisors in October 2018 with over 30 years of leadership experience in the financial services industry. She graduated magna cum laude from High Point University with a B.S. in Accounting and a minor in...
Kelly Wagner joined DMJ Wealth Advisors, LLC. in April 2019 with over 10 years’ experience in the financial industry. Her love of people has helped her to grow into the position of client service. She finds it rewarding to help...
