Barbara E. Deitel, CFP® professional
Managing Partner
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©.
Matthew Deitel
Partner – Financial Advisor
Since joining our team in 2013, Matthew Deitel has focused on creating customized portfolios to help meet each individual client’s investment plan. He works with the partners to help 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.
Stephanie Campbell
Financial Advisor
Stephanie worked in the banking industry for over a decade before joining the Dunham & Deitel team in 2016. Having gained experience in investments, underwriting and lending, she seeks to set the bar for superb customer service. Upon joining our team, she transitioned over 100 family relationships when the firm was established.
In 2018, Stephanie obtained her Series 65 license and has taken on an advisor role while handling operational tasks for the office. Stephanie takes great pleasure in working one-on- one with clients to help meet their individual retirement needs.
Millie Bertuccelli
Client Service Specialist
Millie is a Florida native and began her career in the financial industry in 1987 working at a bank in Fort Lauderdale where she worked for 27 years. After having vacationed in Tennessee for many years, she, her husband Ray and her two fur babies Maggie and Chelsea decided to call Tennessee their new home.
Upon moving to the area, she met Barbara and Matt Deitel at Wells Fargo Advisors. It wasn’t until 5 years later after meeting the Deitels that she accepted a position at their firm. Millie values our clients and is dedicated to building strong client relationships and delivering exceptional service. She will make every effort to satisfy a client’s needs and is that polite and friendly voice that will answer your phone calls to the office or when you come in for a visit.
Darina Nghiem
Operations Manager
Darina graduated from Yale University with a degree in History of Science and Medicine. After a brief stint in food policy and research, she returned to her East Tennessee roots to create and operate various family businesses. With almost a decade worth of customer facing experience, Darina has honed her interpersonal ability to form and foster lasting relationships with her clients. She looks forward to forming new relationships as Operations Manager at Dunham & Deitel Wealth Management. Next time you call in, you may be greeted with a new but friendly voice on the other end of the line.
Darina currently resides in Gray, Tennessee with her Texan boyfriend, Blake, and their fur child, Roscoe the Rascal. When not working or traveling the world, Darina likes to keep active by hiking, skiing, kayaking, and chasing after her niece and nephews. She is also a big foodie and would love recommendations on your favorite restaurants and recipes. Come by and say hello.
Bill Dunham, AAMS®
Co-Founder, RETIRED
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 helped earn him a loyal following among his clients. Bill focuses on helping build risk-managed portfolios for individuals and institutions, administering investments 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.
