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Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods.

Charles E.  Carrick

Charles E. Carrick, CFP®, ChFC

Partner/Investment Advisor Representative

Sheryl W. Austin

Sheryl W. Austin, CFP®, ChFC, CLU

Partner/Investment Advisor Representative

Greg Carrick

C. Greg Carrick, CFP®, CIMA®

Investment Advisor Representative

Brad Mann

Brad Mann, JD, QPFC

Qualified Plan Specialist

Kelly Wagner

Kelly Wagner

Client Care Associate

Arthur M. Winstead

Arthur M. Winstead, Jr., CPA

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

Charlie L. Welborn

Charlie L. Welborn, CPA

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

Donna B. Johnson

Donna B. Johnson, CPA

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

Michael R. Gillis

Michael R. Gillis, CPA

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

R. Milton Howell, III

R. Milton Howell, III, CPA, CSEP

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

Alicia Williams

Alicia Williams, PHR

Chief Human Resource Officer

Caren Rodriguez

Caren Rodriguez

Chief Marketing Officer

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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