Welcome back,

Patrick

Patrick

O'Connor

Wealth Advisor

poconnor@hhmwealth.com

(901) 603-5176

Memphis

Testimonial Image

Thank you for your patience as we continue updating HHM Connect. We are finalizing new pages, formatting improvements, and a new rewards submission portal. Please refrain from reporting outdated marketing points or nonurgent website errors until we announce that proofing is open. Contact Tommy only if you are unable to access an important or time-sensitive form or page.

Marketing Points Overview

Current Total

27

pts

Required per Quarter

20
pts

Rewards portal is now live. More features coming soon.

Q1

109

pts

Q2

115

pts

Q3

27

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
27
10
0
20

Quarterly Marketing Point Leaders

Randy
Dummer
Emma
Benzing
Elizabeth
Oberg
Drake
Dupree
Aidan
Kennedy
Jacob
Pardue
Steve
Ramsey
Rachael
Yager

Firm Highlights

New Hires

Glori
Presley
Supervisor
Memphis

Birthdays Coming Soon

Kimberly
Parker
Sep 19
Melissa
Cordell
Sep 20
Gabby
Gregory
Sep 21
Travis
Moths
Sep 22
Harry
Heinz
Sep 23

Expense Reports

View All

Next Due Date

September 21, 2026

Submit Expenses

Next Reimbursement Date

September 25, 2026

PTO Request

Thank you! Your submission has been received!
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Upcoming Events

View Calendar

Sep

17
Something Social | MEM
Memphis

Sep

18
Something Social | CHA/CLE
Chattanooga
12:00 PM

Sep

22
Dine and Dash
Pensacola

Oct

22
Dine and Dash
Cleveland

Oct

27
Dine and Dash
Chattanooga
Submission History
X

September 1, 2026
BD - Take a Prospect to Lunch or Breakfast — 10 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 10 pts
CR - Uncover an Additional Service for Existing Client — 5 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts
Admin Panel