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Welcome back,

Jamie

Jamie

McLean

Wealth Advisor

jmclean@hhmwealth.com

4237027939

Chattanooga

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Marketing Points Overview

Current Total

25

pts

Required per Quarter

20
pts

Current Quarter: Q4

Q1

30

pts

Q2

40

pts

Q3

25

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
30
40
25
0
20
0
20

Quarterly Marketing Point Leaders

Randy
Dummer
Makayla
Millsaps
Lisa
Tyree
Christina
Dill
Jill
Wynn
Jasmine
Goodwin
Charis
Barnes
Holden
Beauregard

Firm Highlights

New Hires

Miriam
Creed
Staff Accountant
Chattanooga

Birthdays Coming Soon

Leslie
Cabrera
Oct 8
Michael
Vance
Oct 9
Abigail
Bentley
Oct 9
Taylor
Dunagan
Oct 10
Joshua
Cropp
Oct 11

Expense Reports

View All

Next Due Date

October 19, 2026

Submit Expenses

Next Reimbursement Date

October 9, 2026

PTO Request

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Upcoming Events

View Calendar

Oct

22
Dine and Dash
Cleveland

Oct

27
Dine and Dash
Chattanooga

Nov

5
Dine and Dash
Memphis
Submission History
X

October 7, 2026
BD - New Business Client — 10 pts
BD - New Individual Client — 5 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 5 pts
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