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Welcome back,
Aubrey
Aubrey
Consiglio
Manager
aconsiglio@hhmwealth.com
(423) 541-2033
Chattanooga
Marketing Points Overview
Current Total
0
pts
Required per Quarter
10
pts
Current Quarter: Q4
Q1
24
pts
Q2
22
pts
Q3
20
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
24
22
20
0
8
0
10
Quarterly Marketing Point Leaders
Matthew
Shepherd
Randy
Dummer
Makaylah
Ariazi
Shelby
Brady
Caroline
Daniel
Alicja
Suit
Anna
Stroud
Makayla
Millsaps
Firm Highlights
New Hires
Ella
Gordon
Client Service Associate
Chattanooga
Birthdays Coming Soon
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Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31
Expense Reports
View All
Next Reimbursement Date
November 10, 2026
PTO Request
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Upcoming Events
View Calendar
Nov
5
Dine and Dash
Memphis
Submission History
X
October 10, 2026
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Send Referral to Bookkeeping or Wealth — 3 pts
CI - Assist in Coordinating at a Professional/Civic Event — 4 pts
CI - Attend Board or Leadership Committee Meeting — 8 pts