Our Team
"A Strong Team Can Make Any Vision Turn into a Reality."
John Carmack
Joe Berry, RICP® RFC®
Partner
Joe began his career as an investment advisor in 2014 and quickly began building meaningful relationships with his clients. Joe’s deepest desire is to help families create successful plans for their retirement through coaching, guidance and implementation. Joe co-founded Twin City Private Wealth with a desire to take retirement planning to a more customized and meaningful level. If you work with Joe, you are a friend!
Joe holds the RICP® designation from the American College of Financial Planning. The Certified Retirement Income Professional® designation is the nation’s leading credential for building integrated and comprehensive retirement income plans. Joe also holds a Series 65, Series 3 and Property/Casualty Insurance License.
Joe and his wife, Stacey, were married in 1999 and have a son, Charlie and daughter, Lauren and a dog named Georgie. They are members of Union Grove Baptist Church in Lexington and are active in working with middle-school kids and teens every week. Joe is a native of Florida but considers North Carolina home. When not working, Joe loves to spend quality time with family, enjoying the outdoors and traveling to the mountains or the beach.
Joe’s favorite verse is Psalm 84:11 – For the Lord God is a sun and shield; the Lord bestows favor and honor; no good thing does he withhold from those whose walk is blameless.
Eric Mattinson, RFC®
Partner
Eric Mattinson co-founded Twin City Private Wealth with the vision of providing excellence in the way we serve our clients. Eric has always had a passion for serving others. As a young teenager, he had the opportunity to serve in his local church and be involved in several international mission trips, which fueled his desire to be a servant leader in all aspects of life. Eric’s compassion for others and his ability to communicate complex financial information in everyday language is one of his greatest strengths. If you work with Eric, he will come alongside you to develop a retirement plan that you can not only understand but feel comfortable with as he will continue to walk with you through the journey of retirement. Coaching families to make wise financial decisions is one of Eric’s most important commitments to his clients.
Eric graduated with a B.A. in Biblical Studies from Piedmont Baptist College in Winston Salem, NC, and received his M.A. in Management and Leadership from Liberty University. He began his career in retirement planning in 2007 when he started with Wachovia Bank. He quickly learned the value of working for an independent firm that could serve his clients on a fiduciary basis and provide holistic retirement planning services.
He met his beautiful wife Megan while attending Piedmont Baptist College in Winston Salem and they have 4 beautiful children that they homeschool in Kernersville NC. Eric enjoys spending time with his family, watching Ohio State Football, and playing basketball, tennis, and golf.
Eric’s favorite verse is Romans 8:28 – And we know that all things work together for good to them that love God, to them who are called according to His purpose.
Travis Lethco, CRPC®
Partner
Travis Lethco co-founded Twin City Private Wealth to help clients add confidence and clarity to the retirement phase of life. As a fiduciary, he provides a personalized and disciplined approach to investment planning based on honesty, integrity, and concern for his client’s best interests. Travis is passionate about client education and believes that, through a clear focus on coaching, investors are more likely to remain confident and committed to their long-term plan even amid market volatility.
Travis studied business and economics at Greensboro College. While at Greensboro College, he was a member of the golf team and in 2004 garnered Ping All-American honors. Travis holds the course record at Meadowlands Golf Club in Winston-Salem with a round of 63. His score was later tied by Masters champion Bubba Watson.
Travis began his professional career as an advisor with Merrill Lynch in 2012. He quickly recognized his passion for helping clients meet their financial goals through a holistic approach to retirement planning. Travis holds the Chartered Retirement Planning Counselor SM, or CRPC® designation. This designation enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
In his free time, Travis enjoys spending time with his family, fishing at the coast, and playing golf. Travis and his wife, Jessica, live in Wallburg with their two children, Brayden, and Hannah. Their family pet is a loveable Goldendoodle named Sadie. Travis and his family are active members of Triad Baptist Church in Kernersville.
Travis’ favorite verse is 1 John 5:13 – I write these things to you who believe in the name of the Son of God, that you may know that you have eternal life.
Nathan Phillips
Client Services Manager
Nathan began his career in the financial services industry in 2015. He studied business at the University of North Carolina in Greensboro and has enjoyed all facets of business and financial management throughout his career. He has a great deal of experience in financial project management and business operations, and he excels at being the point person for our clients in many areas. Utilizing this experience, Nathan’s primary role with Twin City Private Wealth is to facilitate the transition of client assets both through the initial onboarding process and as changes are needed during our client’s journey through their actively managed plans.
In his free time, Nathan enjoys spending quality time with his family. His wife, son and their dog (Maui) enjoy taking walks in the evenings and playing ball in the backyard. He also plays music and has played the drums/percussion instruments for over a decade.
Jason Lincoln
Client Services Specialist
Jason joined our team as a professional with over 17 years of expertise in the education industry, most recently as a professor at Forsyth Tech in Winston-Salem. He also has a diverse background in real estate, property management, and a profound interest in personal finance. He holds a Business Administration and Marketing bachelor’s degree from Wingate University and his master’s degree from Carolina University.
Jason’s journey is a testament to his unwavering dedication, continuous pursuit of knowledge, and ability to foster meaningful relationships in pursuit of shared goals. In addition to his professional accomplishments, his enduring interest in personal finance underscores his holistic approach to business. Striving to stay at the forefront of industry trends, he continues to leverage his expertise to make a lasting impact on the organizations and communities he serves.
Jason has been married for over 20 years and has 4 children. In his free time, he loves spending time with his family and being involved in a variety of different family activities.
Marla Dickey
Client Services Associate
Marla joins our team from a previous career in aviation as a Senior Recruiter. During her time in aviation, she had the privilege to learn and grow from a Flight Attendant, to a Pilot Training Scheduler, Flight Ops Support, HR Specialist and even Compliance Manager. Prior to her career in aviation, she spent 8 years in real estate and became a Broker. Marla excels at bringing her well-rounded experience in customer service to serve our clients and our team here at Twin City Private Wealth.
In her free time, Marla enjoys spending time with her family, including 13 grandchildren and their family dog Harley. When she isn’t with her grandchildren, she loves to garden and has been busy planning and caring for the landscaping at her home.
Get in Touch
We Are Your Family Wealth Advisor
301 N Main Street,
Ste. 1902
Winston Salem, NC 27101
Phone: (336) 930-9494
