Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Greensboro, NC
Beacon Pointe is a Greensboro 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 Greensboro 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 Greensboro office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Greensboro Financial Advisor Team
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 Stringer, CFP®
Associate Wealth Advisor
Brendan 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. 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. 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.
Chad Weatherman, CFP®
Wealth Advisor
Chad Weatherman is a Financial Planner who specializes in serving healthcare professionals and corporate executives who have tax complexity associated with business partnerships and stock ownership. Chad has over a decade of experience collaborating with clients to help them determine their financial goals and align them with their life and their wealth. Chad graduated from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chad is married to his college sweetheart and they have two sons who eat their budget away (literally!). In his free time, Chad enjoys chasing his boys on hiking trails, building sandcastles at the beach, and jamming out on concert date nights.
Charles E. Carrick, CFP®, ChFC
Partner, Managing Director
Charles (Chuck) Carrick is a Partner and Senior Wealth Advisor 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 and executive benefit plans to reward, retain and recruit key staff. 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 a planning and relationship-oriented wealth advisor in Beacon Pointe’s North Carolina office. He has spent over a decade working closely with individuals, families, and business entities across a range of planning matters. Greg leverages the experience he has gained in navigating the idiosyncrasies tied to each client relationship by consistently refining the quality of advice he provides, improving plan outcomes for clients and ensuring their financial lives are positively impacted. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he co-managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Certified 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 travelling this great planet with 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 Specialist (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, 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.
London B. Kearns
Senior Associate, Client Service
London is a member of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management, retirement plan services and financial planning teams to provide the firm’s clients with a personalized service experience. She works closely with the members of her team to provide client account administration, monitor day-to-day transactions, and maintain the high client service standards set by the firm. London attended the University of North Carolina at Greensboro and was an accomplished residential real estate professional from 2004-2012. She also earned her Retirement Plan Fundamentals (RPF) Certificate from the American Society of Pension Professionals and Actuaries. London is active in her church and frequently volunteers in her local community. In her spare time, she enjoys painting, playing with her dog and spending time with family and friends.
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 Greensboro Financial Advisor Team
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 Stringer, CFP®
Associate Wealth Advisor
Brendan 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. 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. 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.
Chad Weatherman, CFP®
Wealth Advisor
Chad Weatherman is a Financial Planner who specializes in serving healthcare professionals and corporate executives who have tax complexity associated with business partnerships and stock ownership. Chad has over a decade of experience collaborating with clients to help them determine their financial goals and align them with their life and their wealth. Chad graduated from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chad is married to his college sweetheart and they have two sons who eat their budget away (literally!). In his free time, Chad enjoys chasing his boys on hiking trails, building sandcastles at the beach, and jamming out on concert date nights.
Charles E. Carrick, CFP®, ChFC
Partner, Managing Director
Charles (Chuck) Carrick is a Partner and Senior Wealth Advisor 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 and executive benefit plans to reward, retain and recruit key staff. 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 a planning and relationship-oriented wealth advisor in Beacon Pointe’s North Carolina office. He has spent over a decade working closely with individuals, families, and business entities across a range of planning matters. Greg leverages the experience he has gained in navigating the idiosyncrasies tied to each client relationship by consistently refining the quality of advice he provides, improving plan outcomes for clients and ensuring their financial lives are positively impacted. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he co-managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Certified 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 travelling this great planet with 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 Specialist (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, 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.
London B. Kearns
Senior Associate, Client Service
London is a member of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management, retirement plan services and financial planning teams to provide the firm’s clients with a personalized service experience. She works closely with the members of her team to provide client account administration, monitor day-to-day transactions, and maintain the high client service standards set by the firm. London attended the University of North Carolina at Greensboro and was an accomplished residential real estate professional from 2004-2012. She also earned her Retirement Plan Fundamentals (RPF) Certificate from the American Society of Pension Professionals and Actuaries. London is active in her church and frequently volunteers in her local community. In her spare time, she enjoys painting, playing with her dog and spending time with family and friends.
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 Greensboro Financial Advisor Team
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 Stringer, CFP®
Associate Wealth Advisor
Brendan 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. 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. 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.
Chad Weatherman, CFP®
Wealth Advisor
Chad Weatherman is a Financial Planner who specializes in serving healthcare professionals and corporate executives who have tax complexity associated with business partnerships and stock ownership. Chad has over a decade of experience collaborating with clients to help them determine their financial goals and align them with their life and their wealth. Chad graduated from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chad is married to his college sweetheart and they have two sons who eat their budget away (literally!). In his free time, Chad enjoys chasing his boys on hiking trails, building sandcastles at the beach, and jamming out on concert date nights.
Charles E. Carrick, CFP®, ChFC
Partner, Managing Director
Charles (Chuck) Carrick is a Partner and Senior Wealth Advisor 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 and executive benefit plans to reward, retain and recruit key staff. 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 a planning and relationship-oriented wealth advisor in Beacon Pointe’s North Carolina office. He has spent over a decade working closely with individuals, families, and business entities across a range of planning matters. Greg leverages the experience he has gained in navigating the idiosyncrasies tied to each client relationship by consistently refining the quality of advice he provides, improving plan outcomes for clients and ensuring their financial lives are positively impacted. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he co-managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Certified 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 travelling this great planet with 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 Specialist (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, 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.
London B. Kearns
Senior Associate, Client Service
London is a member of the Client Service and Operations Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management, retirement plan services and financial planning teams to provide the firm’s clients with a personalized service experience. She works closely with the members of her team to provide client account administration, monitor day-to-day transactions, and maintain the high client service standards set by the firm. London attended the University of North Carolina at Greensboro and was an accomplished residential real estate professional from 2004-2012. She also earned her Retirement Plan Fundamentals (RPF) Certificate from the American Society of Pension Professionals and Actuaries. London is active in her church and frequently volunteers in her local community. In her spare time, she enjoys painting, playing with her dog and spending time with family and friends.
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.
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