With a combined experience of 60+ years, our team members are experts at helping you create and reach financial goals. Dunham & Deitel Wealth Management is also proud to bring passion, perspective, and focus to the table. We strive to be open and available throughout the week to all of our clients, because we’re invested, interested, and committed to each and every client.
We know that the path to your future is not paved in hard-to-understand jargon. During every step of the way, we want to make sure you know what’s happening and why. It’s our goal to provide a comprehensive and enjoyable experience for our clients and their families.
Our team is focused and ready. From administering complex estate investment strategies to working with alternative risk management for individuals and business owners, we have the experience you need to move confidently into the future.
Meet the team:
Barbara Deitel, CFP® professional, Managing Partner/Sr. Advisor
Bill Dunham, AAMS®, Managing Partner/Sr. Advisor
Matt Deitel, Research & Investment Strategist
Stephanie Shaffer, Client Service Specialist