Carlin Wealth Management Group, LLC

Nicholas Carlin is a CFP® and ChFC® with 21 years of industry experience. He is a principal at Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Carlin is the founder and CEO of Monaco Car Club, an exotic car sharing business, and serves on the boards of the Down Syndrome Association of Central Texas and the Parkside Mueller condominium association. Carlin Wealth Management Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $241 million across about 189 accounts, focusing on aligning asset allocation with client risk profiles and time horizons while utilizing ETFs, equities, mutual funds, annuities, and third-party model portfolios.

Teresa Jammal is a financial advisor at Carlin Wealth Management Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Principal Securities Inc., and Principal Life Insurance Company. Outside of finance, her background includes roles at Pubcrawler of Austin, Emler Swim School, Uber, and Top Shelf Events. Carlin Wealth Management Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $241 million across 189 accounts, focusing on aligning asset allocation with client risk profiles and time horizons, and utilizes ETFs, equities, mutual funds, annuities, and third-party model portfolios.