Welcome back,

John

John

Dunham

Wealth Advisor

jdunham@hhmwealth.com

(423) 933-3891

Memphis

Marketing Points Overview

Current Total

22

pts

Required per Quarter

20
pts

Rewards portal is now live. More features coming soon.

Q1

0

pts

Q2

21

pts

Q3

22

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
22
22
0
20

Quarterly Marketing Point Leaders

Randy
Dummer
Gabby
Galluzzi
Will
Clegg
Emma
Benzing
Brian
Baker
Jessica
Hetzler
Aidan
Kennedy
Elizabeth
Oberg

Firm Highlights

New Hires

Jackson
Vetetoe
Supervisor
Chattanooga

Birthdays Coming Soon

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Expense Reports

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Next Due Date

October 5, 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

September 14, 2026
BD - New Individual Client — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Send Handwritten Note to Client, Prospect, or Referral — 2 pts
September 21, 2026
BD - New Individual Client — 5 pts
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