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About Us

Since 2000, we've built our practice around a straightforward belief that financial planning works better when it starts with understanding who you are and what you're working toward. We spend real time getting to know each client. Your financial details, your goals, your family situation, your tax picture. All of it matters because it shapes the plan we build together.

How We Work

How We Work

Trust doesn't happen overnight. It develops when someone consistently puts your interests first, returns calls promptly, and keeps you informed about what's happening with your money. That's the foundation of every relationship here. Our role is to be your trusted advisor, which means earning that trust through every interaction and decision we make on your behalf.

What You Can Expect

What You Can Expect

When you work with us, you get a personalized plan built specifically for your situation. That plan becomes the guide we use together as you face each financial decision. No generic advice. No one-size-fits-all solutions. Just clear guidance grounded in your reality and designed to move you toward what matters most.

Jamie Sledge

Jamie Sledge, CPA, CFP®, PFS

Senior Partner

336-889-2189

Jamie@sledgeandco.com

I discovered early in my career that helping clients reduce their taxes was only solving part of the puzzle. After graduating from UNC Charlotte with a degree in accounting, I joined Sledge and Company, PLLC in 1992 as a staff...
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W. Chad Carrick

W. Chad Carrick, CPA, PFS

Managing Partner

336-889-2187

chad@sledgeandco.com

Growing up in Thomasville taught me that the best business happens when people actually trust each other. My parents raised me to treat people right, and that's never felt like some lofty principle. It's just how things should work....
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Justin Sledge

Justin D. Sledge

Wealth Advisor

336-889-2192

justin@sledgeandco.com

Growing up around two generations of advisors, I watched how thoughtful guidance could genuinely reduce stress and help families reach their goals. Those early years shaped my understanding of what this work can mean in people's lives,...
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Kurt Shuler

Kurt Shuler, CFP®

Wealth Advisor

336-889-2188

KurtShuler@sledgeandcompany.com

I've always been drawn to the way smart financial choices can change the entire direction of someone's life. That spark started in high school when I read Rich Dad Poor Dad in a personal finance class. Something shifted for me. I saw...
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Anne King

Anne D. King

Administrative Assistant

336-889-2186

AnneKing@SledgeandCompany.com

Anne King is the welcoming face of Sledge and Company, PLLC, serving as the firm’s Administrative Assistant. From greeting clients at the front desk to managing day-to-day office operations, Anne plays a key role in ensuring that every...
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Contact UsReady To Get Started?

The best financial decisions happen when you have someone who understands your complete picture and puts your interests first. Let's talk about your goals and see if we're the right fit.

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