Broker Check

Team

 

Sheryl W. Austin, CFP®, ChFC, CLU

Partner/Investment Advisor Representative

336-275-9886

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.

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Charles E. Carrick, CFP®, ChFC

Partner/Investment Advisor Representative

336-275-9886

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.

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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...

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Grace grew up in Charlottesville, Virginia and recently moved to Greensboro, NC. In 2016, she joined DMJ Wealth Advisors as a Client Care Associate after previously working for a global association of investment professionals. Grace...

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As an Investment Advisor, Greg Carrick, CFP® works with clients in an attempt to insure the execution of their investment portfolios compliments their financial objectives. Greg’s passion to continually learn more about the changing...

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Jason Crews comes to DMJ with over 25 years of operations experience with financial services firms. He graduated from Guilford College with a B.S. in Business Management with a minor in Finance, and is a Six Sigma Blackbelt. As...

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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...

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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....

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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...

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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...

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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...

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Originally from Richmond, Virginia, Caleb Vaughan joined DMJ Wealth Advisors as a Paraplanner in June 2013. His primary role is to provide assistance in the development and maintenance of clients’ financial plans. Caleb assists with...

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Dana R. Beeson, CPA

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

336-275-9886

Dana is an audit and accounting partner at DMJ & Co., PLLC. She is responsible for planning and supervising engagements of various businesses in the areas of non-profit organizations, manufacturing, professional services, construction...

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Robert M. Peddrick, CHBC, CFP®

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

336-275-9886

Rob Peddrick graduated from Furman University in 1972 with a degree in Business Administration. He has worked for the past thirty years in Greensboro, NC, as a consultant in the medical/dental field, specializing in direct, personal...

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Michael R. Gillis, CPA

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

336-275-9886

Mike Gillis is originally from Pennsylvania. He attended Thiel College in Pennsylvania and graduated in 1982 with a Bachelor of Arts Degree in Accounting and Business Administration, and became a CPA in 1984. After college, Mike...

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R. Milton Howell, III, CPA, CSEP

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

336-275-9886

Milton was born in Rocky Mount, North Carolina. After completing high school and receiving three military academy nominations from his U.S. congressman and senators, he enrolled at N.C. State University in Raleigh. He completed his B.S...

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Charlie L. Welborn, CPA

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

919-774-4535

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, and upon graduation, joined Northwestern Financial...

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Donna B. Johnson, CPA

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

919-774-4535

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...

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Arthur M. Winstead, JR., CPA

Partner of DMJ Wealth Advisors, LLC & DMJ & Co., PLLC

336-275-9886

Art Winstead is originally from Greensboro, NC where he graduated from Grimsley Senior High School. He earned his Bachelor of Science Degree in Business with a concentration in Accounting from the University of North Carolina at...

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Caren Rodriguez

Director of Marketing and Public Relations

336-275-9886

Alicia Williams, PHR

Human Resources Administrator