Barbara E. Deitel, CFP® professional
For 35 years, Barbara Deitel has helped clients address their financial concerns and develop strategies by focusing on our clients’ goals and dreams. Her mission is to provide objective and timely advice with the highest level of professional service. Barbara oversees financial planning for the practice, leveraging her CFP® designation with the web-based tools provided to all clients, including eMoney©, MoneyGuidePro©, and Riskalyze©.
Bill Dunham, AAMS®
Previous careers in I.T. hardware and entertainment taught Bill the pillars to a successful career in financial services: stay current, serve the client, and communicate frequently. His dedication to these three principles has earned him a loyal following among his clients. Bill focuses on building risk-managed portfolios for individuals and institutions, administering investment for complex estate planning structures and for the captive insurance industry. He is a member of the Tennessee Captive Insurance Association through Valley Vista Asset Management, an affiliate marketing company of Dunham & Deitel.
Research & Investment Strategist
Since joining our team in 2013, Matthew Deitel has focused on creating customized portfolios to meet each individual client’s investment plan. He works with the partners to find appropriate and highly liquid strategies for Dunham & Deitel’s client family. Matt manages vendor relations for the firm, screening investment products to choose the best possible mix of assets for each individual account; he also coordinates technology access and training for our client base. Matt credits his past career in the hospitality industry for his personal touch that makes his clients feel like part of the family.
Client Service Specialist
Chelsey is the newest member of our team bringing with her over a decade of office management experience. She will likely be the first person you will speak with on the phone or see as you come in the door. She is very eager to meet and get to know each client; and with her previous experience she will surely impress you just as she has impressed us.