Dunham Trust - Leadership Team

MEET JEFFREY

Jeffrey A. Dunham

FOUNDER, CHAIRMAN & CEO

Jeffrey A. Dunham is Chairman and CEO of Dunham & Associates. Jeffrey began Dunham in 1985, with the belief that Sub-Advisers should be paid based on their ability to outperform their stated benchmark. He has a B.S. from San Diego State University and FINRA Series 3, 4, 7, 24, 53, 63 and 65 registrations. See Full Bio CLOSE

MEET ANN

Ann Rosevear, Esq.

PRESIDENT & CHIEF TRUST OFFICER

Ann Rosevear serves as President and Chief Trust Officer for Dunham Trust Company, providing expert structuring and administration of trusts to DTC's most complex clients. Prior to joining Dunham Trust Company in 2014, Ann spent 14 years as a principal attorney at Walsh, Baker, Rosevear & Loomis, P.C. in Reno, NV. Ann is a graduate of the University of Nevada, Las Vegas Honors College and Gonzaga University School of Law. See Full Bio CLOSE

MEET CHRISTINE

Christine Zou, CPA

CHIEF FINANCIAL OFFICER

Christine Zou, CPA, is the Chief Financial Officer for Dunham and Treasurer and Principal Financial Officer for the Dunham Funds. With 27 years of accounting and finance experience, she brings a strong expertise to her role at Dunham. Prior to joining Dunham in 2024, Christine worked in various industries and Big Four and Five public accounting firms. Academically, Christine holds a Master’s in Professional Accounting with honor from the University of Texas at Austin and a Bachelor’s Degree in Accounting from Shanghai University of Finance & Economics. She holds active CPA licenses in CA, TX, and DE and the FINRA Series 27 registration. Christine plays a critical role at establishing and overseeing the financial goals for Dunham and the Dunham Funds. See Full Bio CLOSE

MEET HELMUT

Helmut Boisch, PMP

CHIEF OPERATING OFFICER

Helmut Boisch is the Chief Operating Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Prior to joining the firm in 2022, Helmut served in a variety of roles including Global Head of Vendor Management for Allianz Global Investors with a team located in Frankfurt, Munich, New York, and San Diego. Helmut received his MBA in Organizational Management with Honors from Eastern University in Pennsylvania and carries a B.A. from Rutgers University in New Jersey with a double major in Economics and German and has attained the Project Management Professional (PMP)® Certificate from the Project Management Institute. He has a FINRA Series 7 and 24 license and is a military veteran of the US Armed Forces. See Full Bio CLOSE

MEET VIKTORIA

Viktoria Palermo, CRCP®, CICCP, CSCP

BSA/AML COMPLIANCE OFFICER

Viktoria Palermo, CRCP®, CICCP, CSCP, is Chief Compliance Officer for Dunham & Associates Investment Counsel, Inc. and the Dunham Funds. She also serves as BSA/ AML Compliance Officer for Dunham Trust Company. With over 19 years of industry experience, Viktoria has a strong background in compliance, supervision and overall operations of the Broker-Dealer and Investment Adviser. Viktoria holds the FINRA Series 24, 7, 51, 4, 66 and 63 registrations. See Full Bio CLOSE

MEET RYAN

Ryan J. Dykmans, CFA

CHIEF INVESTMENT OFFICER

Ryan Dykmans, CFA, is the Chief Investment Officer for Dunham & Associates Investment Counsel, Inc. As a member of the team since 2004, Ryan has served the firm in various roles. Ryan has a Bachelor’s in Accounting from the University of Redlands and holds FINRA Series 7, 24, and 66 registrations, and has attained the CFA ® Chartered Financial Analyst designation with membership in the CFA Society San Diego and the CFA Institute. See Full Bio CLOSE

MEET NICOLE

Nicole Vance, Esq.

DIRECTOR OF WEALTH PLANNING

Nicole Vance is the Director Wealth Planning Strategist for Dunham Trust Company. Nicole joined the team in 2012 and now works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning. Nicole earned her Juris Doctorate from the University of California, Hastings College of the Law, and holds a Bachelor’s degree in Finance, with high distinction, from the University of Nevada. See Full Bio CLOSE

MEET DANIEL

Daniel Sands, CFP®

DIRECTOR OF TRUST INVESTMENTS

Daniel Sands is the Director of Trust Investments for Dunham Trust Company (DTC). He is responsible for the day-to-day management of portfolio assets for DTC and works in concert with the Dunham & Associates Investment Counsel (DAIC) Analyst team. Daniel provides wealth management, portfolio implementation, and investment oversight using a consultative approach incorporating existing financial advisors and DTC Trust Officers. He reviews and analyzes investment programs, asset allocations, and investment goals to help achieve desired results for all stakeholders. See Full Bio CLOSE

MEET DAVID

David Osgood

SENIOR TRUST OFFICER

David Osgood is a Senior Trust Officer for Dunham Trust Company in Reno, Nevada, and is responsible for administering trusts and overseeing investment. David works closely with clients, financial advisers, and other personnel on trust and estate matters. Prior to joining Dunham Trust, David started his career with Capital Group Companies, where he worked as a Trust Officer. Most recently, David worked with an investment banking firm securing venture capital funding for several up-and-coming companies. See Full Bio CLOSE

MEET ROBERT

Robert Ansara

REAL ESTATE SPECIALIST & TRUST OFFICER

Bob Ansara joined Dunham Trust Company (DTC) in 2020 after the company he founded in 2003 was acquired by DTC. He leads the Southern Nevada team in estate settlements, trust administrations, receiverships, and special fiduciary appointments. Bob came to Dunham with a 50+ year business background including abundant experience dealing with fiduciary services, people, finances, construction, and hospitality. See Full Bio CLOSE

MEET NATALIE

Natalie Miller

TRUST OFFICER

Natalie Miller serves as Trust Officer in the Colorado division of Dunham Trust Company. Natalie leads the Colorado team in all aspects of administration, from daily operations and processing financial tasks, to complex and sometimes sensitive decision making regarding best interests of beneficiaries and trust assets. Natalie's longstanding career in trust provides an unparalleled perspective as to how to best balance interests and find the fair and proper result for the families we serve. See Full Bio CLOSE

MEET MICHELLE

Michelle Pillsbury

TRUST OFFICER

Michelle Pillsbury is a Trust Officer for Dunham Trust Company, responsible for administering a variety of trust relationships and estate settlements. Michelle is a critical thinker that identifies risks while applying sound judgment to trust matters. With great customer service skills, she is responsive and creative in problem-solving. From reviewing new trust agreements, and forming new LLC’s, to maintaining and growing family relationships, Michelle works with our clients to ensure their trusts are administered with the highest level of service. Before joining Dunham in 2018, Michelle spent 15 years in the insurance industry as a life insurance specialist performing investment management support and customer care. She is a proud native Nevada that enjoys meeting new people and helping people with their financial well-being. See Full Bio CLOSE

MEET MATT

Matt Kindell

BUSINESS DEVELOPMENT COORDINATOR

Matt Kindell is a Business Development Coordinator for Dunham Trust Company in Las Vegas, Nevada. He is responsible for leading and managing a variety of trust relationships and estate settlements. Additionally, he provides trust administration support to other officers and associates. Matt works closely with clients to ensure that they receive highly personalized service, helping them build a legacy that lasts generations. Prior to joining Dunham Trust Company, Matt worked as Escrow Team Lead with Prime Trust. There, he oversaw the processing of over one billion dollars in funds monthly. Matt has a Bachelor’s degree in Economics from the University of Nevada, Reno. He enjoys rock climbing and spending time outdoors in the mountains. Matt also enjoys traveling and is always planning his next trip. See Full Bio CLOSE

MEET PHILLIP

Phillip Sewell

TRUST OFFICER

Phillip Sewell is a Trust Officer in the Reno office and works closely with Trust Officers to administer the wide array of trusts at Dunham Trust Company. Along with his trust duties, Phillip helps coordinate the guardianship department by assuring the client’s bills are being paid, tracking court compliance, and assisting the case managers in the care of clients. He spent 5 years with the Washoe County Court Clerk and over 8 years between private law firms and a company’s legal department as a paralegal. A native Nevadan, being born in Las Vegas and moving to the Reno area over a decade ago. Phillip enjoys sporting events, movies, and visiting great breweries. CLOSE

MEET ANDREA

Andrea Ferguson

TRUST ASSOCIATE

Andrea Ferguson is the Trust Associate for the Las Vegas branch of Dunham Trust Company, responsible for assisting staff in day-to-day functions. Prior to joining Dunham Trust Company in 2021, Andrea spent more than a decade as a customer service representative in the banking industry. Andrea joined Dunham Trust Company in 2021. CLOSE

MEET JOEL

Joel Brizzee

TRUST OFFICER

Joel Brizzee is a Trust Officer for Dunham Trust Company located in Las Vegas, Nevada. He is responsible for managing trust relationships and assisting coworkers with case management. Joel desires to create lasting relationships with all his clients, tailoring his services to their specific needs while striving to ensure their legacies are planned, preserved, and executed properly. Joel brings with him years of experience with Northwestern Mutual in the fields of Financial Planning and Risk Management solutions, where he directed the office operations of a meaningful insurance producer nationwide. Joel has a bachelor’s degree in Religious Studies from the University of Oregon. He enjoys reading, writing, hiking, and cooking, and you seldom find him without a cup of coffee. CLOSE

MEET ELENA

Elena Rodriguez

DIRECTOR OF TRUST OPERATIONS

Elena Rodriguez is the Director of Trust Operations for Dunham Trust Company and is responsible for managing tax matters, compliance execution, audits, and regulatory practices, and providing leadership and support to our operations and administrative teams. Elena joined Dunham Trust Company in 2019 with over 15 years of financial experience in the retail, consumer products, and biotech industries. In her prior positions as an operations manager and financial analyst, Elena was responsible for day-to-day accounting and finance functions, reporting, and process improvements. CLOSE

MEET LESLIE

Leslie Jamison

OPERATIONS ADMINISTRATOR

Leslie Jamison is the Operations Administrator at Dunham Trust, where she has a hand in many duties, ranging from daily posting of income to accounts to processing of statements and assisting with the Preneed Funeral platform. Leslie joined Dunham Trust Company in 2011 with 20 plus years of investment services experience. CLOSE

MEET YVONNE

Yvonne Funk

OPERATIONS ADMINISTRATOR

Yvonne Funk is an Operations Administrator at Dunham Trust Company. She plays a key role in supporting the operations team and is responsible for asset reconciliation, cash balancing, and transaction review. Yvonne received her B.S. in Business Management from the University of Nevada, Reno. CLOSE

MEET CHRISTINA

Christina Shadle

OPERATIONS ADMINISTRATOR

Christina Shadle is an Operations Administrator at Dunham Trust Company. Christina brings over 20 years of experience in the customer service industry to her role. She is responsible for assisting the operations team in all day-to-day functions. Christina joined Dunham in 2019. CLOSE

MEET KELLY

Kelly Ann Draper

PROPERTY SPECIALIST

Kelly Ann Draper services as the Property Specialist for Guardianship Services of Nevada, a division of Dunham Trust Company. She is responsible for overseeing operations related to real and personal property. Kelly Ann brings over a decade of customer service experience to the administration. In 2008, Kelly Ann earned her Associates Degree from Truckee Meadows Community College in Reno. CLOSE

MEET PARKER

Parker Loggins

TRUST INVESTMENT ASSOCIATE

Parker Loggins is a Trust Investment Associate at Dunham Trust Company. Parker is graduating this spring from the University of Nevada, Reno with a Bachelor of Science in Public Health and is a CFA Level 1 candidate through UNR scholarship. Parker started out his college career initially pursuing a medical degree but switched gears and pivoted toward finance as his preferred path. Inspired by his early involvement in the Boy Scouts of America as an Eagle Scout & Nevada FIT Wolfpack Mentor, he enjoys volunteering and continuous youth leadership. Outside of the office, you can find him hiking and camping around the Sierra Nevada region. CLOSE

MEET ALEX

Alex Moreland

GUARDIAN CASE MANAGER

Alex Moreland is the Guardian Case Manager for Dunham Trust Company. She joined the Dunham team in 2020 and is currently a key member of support for both the trust and guardianship teams. Alex is involved in a wide-variety of roles from onboarding and scheduling to bill pay and client services. Prior to joining Dunham, Alex spent over six years in the customer service industry as Printing Supervisor for an office supply chain. Alex also enjoys her other full-time job of being a mom to her four sons. CLOSE

MEET JEFFREY

Jeffrey A. Dunham

FOUNDER, CHAIRMAN & CEO

MEET ANN

Ann Rosevear, Esq.

PRESIDENT & CHIEF TRUST OFFICER

MEET DENISE

Denise S. Iverson, CPA

BOARD MEMBER

MEET DAVID

David Robertson

BOARD MEMBER

David Robertson serves as a member of the Board of Directors of Dunham Trust Company. Mr. Robertson has over 30 years of experience as an attorney practicing law in both Nevada and California in the areas of trust administration and litigation. He has also served as trustee or co-trustee for numerous large trust estates. He is the Managing Shareholder of Robertson, Johnson, Miller & Williamson, with offices in Reno and Las Vegas, Nevada. Mr. Robertson is Chairman and former president of the Western Trial Lawyers Association. He is also actively involved with multiple charitable organizations and churches. Mr. Robertson received his Juris Doctor degree with honors from the University of San Diego School of Law, where he was both a Law Review Editor and on the Moot Court Board. Following law school, he clerked for the Senior Nevada Federal District Court Judge Bruce R. Thompson. Thereafter, Mr. Robertson conducted approximately 100 jury trials with a success rate of over 90%. He then became General Counsel for the Squaw Valley Ski Corporation and was a member of its Board of Directors for over a decade. He is now semi-retired as a practicing attorney and primarily focuses on mentoring young lawyers. CLOSE

MEET SHAWN

Shawn Young

BOARD MEMBER

Shawn Young serves as a member of the Board of Directors of Dunham Trust Company. She is the CFO of Lone Peak Holdings, LLC, a single-family office in San Francisco, and has worked in the single-family office space for several years. Ms. Young has previously served as Controller or CFO of Mutual Fund and Hedge Fund companies as well as Partner in Public Accounting firms, and is active in community organizations. She earned a B.A. from University of California at Santa Barbara and is a California licensed CPA. Ms. Young has previously held FINRA Series 27 and 66 registrations. CLOSE

MEET MICHAEL

Michael J. Torvinen

BOARD MEMBER

Mr. Torvinen has been licensed as a CPA for nearly 35 years. He has worked for a national CPA firm, as well as held numerous positions, including CFO, for various governmental agencies in Nevada. This includes the Nevada Department of Health and Human Resources and the Nevada Department of Administration. Mr. Torvinen has also been extensively involved in Nevada’s legislative process. He served on the board of the Nevada Public Employees Benefit Program, the Nevada College Savings Program, and the Greater Nevada Credit Union. He currently serves on the Executive Committee and Finance Committee of the Reno Rodeo Association. Mr. Torvinen is a member of the American Institute of Certified Public Accountants. He received his Bachelor of Science in Accounting from the University of Nevada. CLOSE

MEET DEREK

Derek Bruton

BOARD MEMBER

Derek Bruton is a Senior Managing Director for the Gladstone Group, an M&A Advisory and Strategic Consulting firm based in Plymouth Meeting, PA. With over 30 years in the financial services and wealth management industries, Mr. Bruton brings a unique combination of M&A, RIA, custodian, and Broker/Dealer experience to the institutions and advisors he counsels at Gladstone. A proven strategic and revenue growth leader, Mr. Burton has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial. He has led the recruiting of over 5,000 financial advisors in his career and has assisted with the strategy and growth of over 10,000 advisor businesses. Mr. Burton graduated from Stanford University and has completed executive business management course work at Harvard University. Mr. Bruton played collegiate basketball for Stanford, and professional basketball in Japan. He serves on the board of directors of Dunham Trust Company and ActiFi and was previously chairman of the board of directors of Big Brothers/Big Sisters of San Diego. CLOSE

MEET DEBORAH

Deborah Markwood

BOARD MEMBER

Deborah Markwood serves as a member of the Board of Directors of Dunham Trust Company. With over 34 years of experience in the personal financial services industry, Ms. Markwood has significant experience in personal trust sales and the marketing of third-party trust services platforms through multiple financial advisor networks. She has developed and conducted training sessions for financial advisors on how to retain and attract clients through the use of personal trust services. Ms. Markwood most recently served as Director & Senior Trust Consultant for the Trust Solutions Group of UBS Financial Services Wealth Management Americas. She has also held key positions with several prominent Delaware firms including Wilmington Trust Company and WSFS Bank. Ms. Markwood graduated Summa Cum Laude from Wilmington College and holds a B.S. in Business Management & Marketing. She has held the Certified Financial Planner®, Accredited Estate Planner™, and Certified Trust & Financial Advisor (CTFA) designations. CLOSE

MEET CHRISTINE

Christine Zou, CPA

CHIEF FINANCIAL OFFICER

Leadership Team

Jeffrey A. Dunham

Ann Rosevear, Esq.

Christine Zou, CPA

Helmut Boisch, PMP

Viktoria Palermo, CRCP®, CICCP, CSCP

Ryan J. Dykmans, CFA

Nicole Vance, Esq.

Daniel Sands, CFP®

David Osgood

Robert Ansara

Natalie Miller

Michelle Pillsbury

Matt Kindell

Phillip Sewell

Andrea Ferguson

Joel Brizzee

Elena Rodriguez

Leslie Jamison

Yvonne Funk

Christina Shadle

Kelly Ann Draper

Parker Loggins

Alex Moreland

Jeffrey A. Dunham

Ann Rosevear, Esq.

Denise S. Iverson, CPA

David Robertson

Shawn Young

Michael J. Torvinen

Derek Bruton

Deborah Markwood

Christine Zou, CPA

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