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Welcome back,
John
John
Dunham
Wealth Advisor
jdunham@hhmwealth.com
(423) 933-3891
Memphis
Marketing Points Overview
Current Total
0
pts
Required per Quarter
20
pts
Current Quarter: Q4
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
0
21
22
0
22
0
20
Quarterly Marketing Point Leaders
Randy
Dummer
Caroline
Daniel
Alicja
Suit
Makayla
Millsaps
Anna
Stroud
Matthew
Thurman
Aubrey
Steadman
Lisa
Tyree
Firm Highlights
New Hires
Justin
Hoffmann
IT Helpdesk
Pensacola
Birthdays Coming Soon
Karen
Clement
Oct 24
Tommy
Marino
Oct 25
Max
Purifoy
Oct 27
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Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31
Expense Reports
View All
Next Reimbursement Date
October 23, 2026
PTO Request
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Upcoming Events
View Calendar
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