Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Durham, NC

Beacon Pointe is a Durham based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Durham focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Durham office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(919) 695-9781

Meet the Durham Financial Advisor Team

Filter By

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Brendan Stringer, CFP®

Senior Associate Wealth Advisor

Brendan is a Senior Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Brendan works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Brendan graduated from the University of Colorado Denver with a B.S. in Business Management before joining Charles Schwab’s Financial Consultant development program and holds the Certified Financial Planner™ (CFP®) certification.  Prior to joining Beacon Pointe, Brendan led client relations for a wealth management firm in Arlington, Virginia. Originally from Virginia, Brendan and his wife, Katie, moved to Greensboro with their 3 children (two girls and a boy) for a change of scenery from the busy DC area. Outside of the office, Brendan enjoys spending the limited free time he has with his family, staying active in the gym or on hiking trails, and exploring all Greensboro has to offer.

Charles E. Carrick, CFP®, ChFC

Partner, Managing Director

Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs. He was also a Partner at Advanced Planning Concepts, prior to a merger with DMJWA where he worked with small business owners to develop executive benefit plans to reward, retain and recruit key staff. Prior to his financial services career, Chuck honorably served in the U.S. Army including spending several years as a Sentinel guarding The Tomb of the Unknown Soldier as a member of The Old Guard. Chuck graduated with honors from Guilford College and holds both the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC) designations. Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.

Ellen Dennis

Senior Associate, Client Services

Ellen is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Ellen spent several years working in financial services, holding positions at Raymond James and LBMC Investment Advisors. Ellen graduated from the University of Alabama with a bachelor’s degree in Advertising and a double minor in communication studies and computing tech and applications. A native Tennessean, Ellen spends her time outside of the office exploring the Nashville restaurant scene, listening to live music, traveling, and watching Alabama football. She also enjoys spending time with her golden retriever, Sophie.

Greg Carrick, CFP®, CIMA®

Partner, Senior Wealth Advisor

Greg Carrick is based in Beacon Pointe’s Durham, North Carolina office. He has spent over a decade working closely with individuals, families, and business entities on a range of planning matters. Greg uses the experience gained in navigating the idiosyncrasies of each client relationship to consistently refine the quality of advice and improve plan outcomes. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Greg graduated from UNC-Greensboro with a B.S. in Business Administration. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife, son, and Newfoundland.

Jeff Hwang, CFP®, CRPC

Partner, Managing Director

Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs.  Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor.  Jeff holds the Certified Financial Planner™ (CFP®) certification, is a Chartered Retirement Planning Counselor (CRPC) and graduated from Davidson College.  He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.

Jennifer McCosley

Jennifer McCosley, CFP®, CAP®

Senior Wealth Advisor

Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals. Her appreciation for families comes from her own upbringing as the second oldest of eleven children, with three sisters and seven brothers. Nine of Jenny’s ten siblings are adopted, and three of those nine are special needs children. Jenny brings her lived experiences and technical expertise together when working with families of individuals with Intellectual and Developmental Disabilities (IDDs) and is currently pursuing the Chartered Special Needs Consultant® designation. Jenny was named to the Triad Business Journal’s 40 Under 40 in 2022. She is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Advisor in Philanthropy® (CAP®) designations. Outside of the office, Jenny devotes her spare time to her family and the Peacehaven Community Farm, where she serves as the Board Chair.

Justyn Grady

Associate Wealth Advisor

Justyn is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Justyn works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Justyn has extensive experience in the financial service and banking industry, with roles as a personal banked for a local credit union and most recently as an underwriter for a large wholesale lender. Justyn was born and raised in Wilmington, NC and completed his undergraduate studies at North Carolina Agricultural and Technical State University where he earned his bachelor’s in international studies – East Asian Relations, with honors and is currently in pursuit of the CFP® designation. Justyn is married to his college sweetheart and together, they have two children (daughter and son) who are under the impression that they are always in charge. In his free time, Justyn enjoys serving his church, eating a tender ribeye, watching spy thrillers, and traveling with his adventurous family.

Laura Powell

Client Services Manager

Laura is a Manager of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include the onboarding of new client relationships, assisting with money movement functions, and handling of routine client inquiries. Laura has over a decade of experience in the financial services industry. Prior to joining Beacon Pointe, Laura worked for DMJ Wealth Advisors Laura is a graduate of the University of North Carolina Wilmington with a B.A. in Communication Studies and a minor in Journalism. Outside the office, she enjoys spending time with her husband and their dog, hiking and traveling.

Sheryl Austin

Sheryl W. Austin, CFP®, ChFC, CLU®

Partner, Managing Director

Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the Certified Financial Planner™ (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU®) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Meet the Durham Financial Advisor Team

Filter By

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Brendan Stringer, CFP®

Senior Associate Wealth Advisor

Brendan is a Senior Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Brendan works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Brendan graduated from the University of Colorado Denver with a B.S. in Business Management before joining Charles Schwab’s Financial Consultant development program and holds the Certified Financial Planner™ (CFP®) certification.  Prior to joining Beacon Pointe, Brendan led client relations for a wealth management firm in Arlington, Virginia. Originally from Virginia, Brendan and his wife, Katie, moved to Greensboro with their 3 children (two girls and a boy) for a change of scenery from the busy DC area. Outside of the office, Brendan enjoys spending the limited free time he has with his family, staying active in the gym or on hiking trails, and exploring all Greensboro has to offer.

Charles E. Carrick, CFP®, ChFC

Partner, Managing Director

Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs. He was also a Partner at Advanced Planning Concepts, prior to a merger with DMJWA where he worked with small business owners to develop executive benefit plans to reward, retain and recruit key staff. Prior to his financial services career, Chuck honorably served in the U.S. Army including spending several years as a Sentinel guarding The Tomb of the Unknown Soldier as a member of The Old Guard. Chuck graduated with honors from Guilford College and holds both the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC) designations. Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.

Ellen Dennis

Senior Associate, Client Services

Ellen is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Ellen spent several years working in financial services, holding positions at Raymond James and LBMC Investment Advisors. Ellen graduated from the University of Alabama with a bachelor’s degree in Advertising and a double minor in communication studies and computing tech and applications. A native Tennessean, Ellen spends her time outside of the office exploring the Nashville restaurant scene, listening to live music, traveling, and watching Alabama football. She also enjoys spending time with her golden retriever, Sophie.

Greg Carrick, CFP®, CIMA®

Partner, Senior Wealth Advisor

Greg Carrick is based in Beacon Pointe’s Durham, North Carolina office. He has spent over a decade working closely with individuals, families, and business entities on a range of planning matters. Greg uses the experience gained in navigating the idiosyncrasies of each client relationship to consistently refine the quality of advice and improve plan outcomes. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Greg graduated from UNC-Greensboro with a B.S. in Business Administration. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife, son, and Newfoundland.

Jeff Hwang, CFP®, CRPC

Partner, Managing Director

Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs.  Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor.  Jeff holds the Certified Financial Planner™ (CFP®) certification, is a Chartered Retirement Planning Counselor (CRPC) and graduated from Davidson College.  He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.

Jennifer McCosley

Jennifer McCosley, CFP®, CAP®

Senior Wealth Advisor

Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals. Her appreciation for families comes from her own upbringing as the second oldest of eleven children, with three sisters and seven brothers. Nine of Jenny’s ten siblings are adopted, and three of those nine are special needs children. Jenny brings her lived experiences and technical expertise together when working with families of individuals with Intellectual and Developmental Disabilities (IDDs) and is currently pursuing the Chartered Special Needs Consultant® designation. Jenny was named to the Triad Business Journal’s 40 Under 40 in 2022. She is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Advisor in Philanthropy® (CAP®) designations. Outside of the office, Jenny devotes her spare time to her family and the Peacehaven Community Farm, where she serves as the Board Chair.

Justyn Grady

Associate Wealth Advisor

Justyn is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Justyn works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Justyn has extensive experience in the financial service and banking industry, with roles as a personal banked for a local credit union and most recently as an underwriter for a large wholesale lender. Justyn was born and raised in Wilmington, NC and completed his undergraduate studies at North Carolina Agricultural and Technical State University where he earned his bachelor’s in international studies – East Asian Relations, with honors and is currently in pursuit of the CFP® designation. Justyn is married to his college sweetheart and together, they have two children (daughter and son) who are under the impression that they are always in charge. In his free time, Justyn enjoys serving his church, eating a tender ribeye, watching spy thrillers, and traveling with his adventurous family.

Laura Powell

Client Services Manager

Laura is a Manager of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include the onboarding of new client relationships, assisting with money movement functions, and handling of routine client inquiries. Laura has over a decade of experience in the financial services industry. Prior to joining Beacon Pointe, Laura worked for DMJ Wealth Advisors Laura is a graduate of the University of North Carolina Wilmington with a B.A. in Communication Studies and a minor in Journalism. Outside the office, she enjoys spending time with her husband and their dog, hiking and traveling.

Sheryl Austin

Sheryl W. Austin, CFP®, ChFC, CLU®

Partner, Managing Director

Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the Certified Financial Planner™ (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU®) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Meet the Durham Financial Advisor Team

Filter By

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Brendan Stringer, CFP®

Senior Associate Wealth Advisor

Brendan is a Senior Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Brendan works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Brendan graduated from the University of Colorado Denver with a B.S. in Business Management before joining Charles Schwab’s Financial Consultant development program and holds the Certified Financial Planner™ (CFP®) certification.  Prior to joining Beacon Pointe, Brendan led client relations for a wealth management firm in Arlington, Virginia. Originally from Virginia, Brendan and his wife, Katie, moved to Greensboro with their 3 children (two girls and a boy) for a change of scenery from the busy DC area. Outside of the office, Brendan enjoys spending the limited free time he has with his family, staying active in the gym or on hiking trails, and exploring all Greensboro has to offer.

Charles E. Carrick, CFP®, ChFC

Partner, Managing Director

Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs. He was also a Partner at Advanced Planning Concepts, prior to a merger with DMJWA where he worked with small business owners to develop executive benefit plans to reward, retain and recruit key staff. Prior to his financial services career, Chuck honorably served in the U.S. Army including spending several years as a Sentinel guarding The Tomb of the Unknown Soldier as a member of The Old Guard. Chuck graduated with honors from Guilford College and holds both the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC) designations. Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.

Ellen Dennis

Senior Associate, Client Services

Ellen is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Ellen spent several years working in financial services, holding positions at Raymond James and LBMC Investment Advisors. Ellen graduated from the University of Alabama with a bachelor’s degree in Advertising and a double minor in communication studies and computing tech and applications. A native Tennessean, Ellen spends her time outside of the office exploring the Nashville restaurant scene, listening to live music, traveling, and watching Alabama football. She also enjoys spending time with her golden retriever, Sophie.

Greg Carrick, CFP®, CIMA®

Partner, Senior Wealth Advisor

Greg Carrick is based in Beacon Pointe’s Durham, North Carolina office. He has spent over a decade working closely with individuals, families, and business entities on a range of planning matters. Greg uses the experience gained in navigating the idiosyncrasies of each client relationship to consistently refine the quality of advice and improve plan outcomes. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Greg graduated from UNC-Greensboro with a B.S. in Business Administration. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife, son, and Newfoundland.

Jeff Hwang, CFP®, CRPC

Partner, Managing Director

Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs.  Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor.  Jeff holds the Certified Financial Planner™ (CFP®) certification, is a Chartered Retirement Planning Counselor (CRPC) and graduated from Davidson College.  He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.

Jennifer McCosley

Jennifer McCosley, CFP®, CAP®

Senior Wealth Advisor

Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals. Her appreciation for families comes from her own upbringing as the second oldest of eleven children, with three sisters and seven brothers. Nine of Jenny’s ten siblings are adopted, and three of those nine are special needs children. Jenny brings her lived experiences and technical expertise together when working with families of individuals with Intellectual and Developmental Disabilities (IDDs) and is currently pursuing the Chartered Special Needs Consultant® designation. Jenny was named to the Triad Business Journal’s 40 Under 40 in 2022. She is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Advisor in Philanthropy® (CAP®) designations. Outside of the office, Jenny devotes her spare time to her family and the Peacehaven Community Farm, where she serves as the Board Chair.

Justyn Grady

Associate Wealth Advisor

Justyn is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Justyn works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Justyn has extensive experience in the financial service and banking industry, with roles as a personal banked for a local credit union and most recently as an underwriter for a large wholesale lender. Justyn was born and raised in Wilmington, NC and completed his undergraduate studies at North Carolina Agricultural and Technical State University where he earned his bachelor’s in international studies – East Asian Relations, with honors and is currently in pursuit of the CFP® designation. Justyn is married to his college sweetheart and together, they have two children (daughter and son) who are under the impression that they are always in charge. In his free time, Justyn enjoys serving his church, eating a tender ribeye, watching spy thrillers, and traveling with his adventurous family.

Laura Powell

Client Services Manager

Laura is a Manager of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include the onboarding of new client relationships, assisting with money movement functions, and handling of routine client inquiries. Laura has over a decade of experience in the financial services industry. Prior to joining Beacon Pointe, Laura worked for DMJ Wealth Advisors Laura is a graduate of the University of North Carolina Wilmington with a B.A. in Communication Studies and a minor in Journalism. Outside the office, she enjoys spending time with her husband and their dog, hiking and traveling.

Sheryl Austin

Sheryl W. Austin, CFP®, ChFC, CLU®

Partner, Managing Director

Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the Certified Financial Planner™ (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU®) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Connect with one of our trusted Financial Advisors in Durham, NC.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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