Meet Our Advisory Team
Our Durham-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team has deep experience serving a diverse range of clients, including the special needs community, business owners & entrepreneurs as well as physicians and other practitioners throughout the Durham area.
If you’re searching for a financial advisor in Durham, NC, our team is ready to support you and your financial goals.
Connect with Us
We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!
We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!
Managing Directors
Charles 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.
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.
Wealth Advisors
Brad Mann, JD, 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.
Greg Carrick, CFP®, CIMA®
Partner, Senior Wealth Advisor
Greg Carrick is based in the Beacon Pointe Durham, North Carolina office. He has worked closely with individuals, families, and business entities on a range of planning matters for over 15 years. Greg uses the experience gained in navigating the intricacies of each client relationship to consistently refine the quality of advice, educate, and improve plan outcomes. Previously, Greg was an advisor at DMJ Wealth Advisors, LLC, overseeing client relationships and leading their investment team until 2021 when DMJWA joined the team at Beacon Pointe. Greg holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife (Alex), three kids (Baxter, Robert, and Caroline, and large Newfoundland (Wendy).
Ike Egwuonwu, CFP®, CEPA
Associate Wealth Advisor
Ikechukwu “Ike” Egwuonwu, CFP®, CEPA, is an Associate Wealth Advisor at the Beacon Pointe Greensboro office, where he partners with clients to simplify complex wealth decisions and provide customized strategies that align with their goals. Ike works with the wealth advisory team to deliver comprehensive financial planning, investment management, and tax-efficient strategies. He also advises business owners on maximizing the value of their companies and preparing for successful ownership transitions.
Before joining Beacon Pointe, Ike worked at Ayco Goldman Sachs as a financial planner and coach, following his career start at Deloitte as an engagement financial advisor. Ike earned his Bachelor of Science in Business Administration with a concentration in Finance from Pepperdine University as a Posse Foundation Scholar. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA) designations.
Originally from Southern California, Ike and his wife recently relocated to Greensboro, NC. Outside the office, he enjoys traveling with his wife, serving in his local church community, and learning musical instruments.
Jennifer McCosley, CAP®, CFP®, ChSNC®
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). Jenny is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER® (CFP®), the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Special Needs Consultant® (ChSNC®) designations. Outside of the office, Jenny devotes her spare time to her family and to the Peacehaven Community Farm, where she serves as the board (Chair 2023-2024).
Kyle Brown
Associate Wealth Advisor
Kyle 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. Kyle 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. Prior to joining Beacon Pointe, Kyle developed his analytical skills as a senior financial analyst for an insurance company in North Carolina’s Triangle region. After living in the Triangle area for 15 years, Kyle returned to Greensboro with his wife, Kristin, and their triplets (1 girl and 2 boys) to be closer to family. Kyle graduated from the University of North Carolina with a B.S. in Business Administration and a B.A. in Economics and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. In his free time, Kyle enjoys spending time with his family and watching auto racing.
Client Service & Operations
Andrea Phillips
Client Service Associate
Andrea 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. Prior to joining Beacon Pointe, Andrea had several years of experience working in financial services, holding positions at Raymond James and Royal Alliance. Andrea graduated from Kuyper College with a Bachelor of Science in Business Administration. She and her husband recently moved to Greensboro from Michigan, which is where she was born and raised. Outside of the office, Andrea enjoys playing tennis, going to the gym, and visiting the beautiful beaches that North Carolina has to offer.
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.
Laura Powell
Relationship Manager
Laura is a Relationship Manager at Beacon Pointe Advisors, where she collaborates with the firm’s investment and wealth management teams to deliver an exceptional service experience for clients. 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/two kids and their dog, hiking and traveling.
Meg Clapp
Client Service Associate
Meg is a Client Service Associate for Beacon Pointe Advisors 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, Meg worked in the secondary school setting as an Assistant Athletic Director and Athletic Trainer. She holds a master’s degree in Sport Administration from North Carolina Agricultural and Technical State University (NCA&T) and a B.S. in Athletic Training from East Carolina University. Outside of the office, Meg enjoys spending time with her family, 2 dogs, and cheering for the Pirates of ECU.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
