Welcome back,

Matthew

Matthew

Thurman

Wealth Advisor

mthurman@hhmwealth.com

4237028381

Chattanooga

Marketing Points Overview

Current Total

40

pts

Required per Quarter

20
pts

Current Quarter: Q4

Q1

25

pts

Q2

33

pts

Q3

40

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
25
33
40
0
30
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

Asa
Owens
Wealth Advisor
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
  • Attend a  business-related networking event, after work hours - 3 points
  • Attend recruiting activity - 2 points
  • Post or  share HHM content on your personal social media page (max 50% of total points  for quarter) - total points: 5
  • Present  at a recruiting event - 5 points
  • Your picture gets posted by marketing team to HHM's social media - 2 points
  • Present  at a recruiting event - 5 points
  • Take a  client to lunch during fieldwork - total point: 2
  • Join a  professional organization - total point: 1
  • Participate  in an HHM studio video recording - 5 points
  • Attend a  business-related networking event, after work hours - total points: 3

August 28, 2026
BD - New Individual Client — 20 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts
September 8, 2026
BD - New Individual Client — 10 pts
BA - Attend HHM Recruiting Activity — 4 pts
CI - Attend Board or Leadership Committee Meeting — 4 pts
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