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Jeffrey Dunham is President and CEO of Dunham & Associates Investment Counsel, Inc. and
Chairman of Dunham Trust Company. Mr. Dunham’s investment expertise spans more than 20
years, dating to when he started a family of private funds and built Dunham &
Associates upon the premise of performance-based advisory compensation—a radical idea at
the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired
real estate for investors and his own account. As President of San Diego-based JAD Properties
between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings.
Prior to becoming founding partner of Dunham & Associates, he was partner in the investment
firm of McKewon Securities and worked with Enterprise Management Company, a venture capital
affiliate of McKewon. Mr. Dunham earned a BS degree in Business Administration, with an emphasis
in Finance, from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53 and 63
securities registrations.
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Tommy Tucker is President and Chief Trust Officer for Dunham Trust Company and serves as a director.
Mr. Tucker joined the company in April 2000 and has over 26 years of trust administration
experience with a reputation for placing the highest emphasis on client service. He has worked
for several financial institutions in Reno and Las Vegas, Nevada and in Oregon. Mr. Tucker earned
a BA at Knox College and holds a MA from Pacific Coast Banking School, Trust Division. In addition,
Mr. Tucker has completed coursework in a variety of trust-related areas, including Fiduciary (1041),
Gift (709) and Estate Tax (706) preparation and filing. He is a former president and current member
of the Reno Estate Planning Council and is active in several civic and charitable organizations.
Mr. Tucker has held FINRA series 6 and 63 registrations, plus licenses for Life and Heath Insurance
and Real Estate.
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Ms. Iverson, a Certified Public Accountant, is Chief Financial Officer for Dunham & Associates
and its affiliates, including Dunham Trust Company. Before joining Dunham & Associates,
Ms. Iverson worked in banking, serving as Executive Vice President of Strategic Planning,
Chief Financial Officer, and Controller. She has over 20 years of banking, financial and executive
management experience and is responsible for corporate reporting, accounting, taxes, and audit
for Dunham & Associates. Ms. Iverson graduated summa cum laude from San Diego State
University with a BS in Business Administration/Accounting. Ms. Iverson is a Registered Financial
and Operations Principal, Series 27, with the FINRA.
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