SOURCE: Dunham & Associates

October 14, 2008 09:00 ET

Dunham & Associates Investment Counsel, Inc. Honors James O. Lunney as Second Annual Recipient of the Charlie Eisenmann Client First Award

National Award Recognizes Individuals Who Exemplify Extraordinary Client Service and Professionalism in the Course of Delivering Financial Advisory Services

SAN DIEGO, CA--(Marketwire - October 14, 2008) - Dunham & Associates Investment Counsel, Inc. today recognized James O. Lunney as the recipient of its second annual Charlie Eisenmann Client First Award. This award commemorates and honors Charlie Eisenmann, the firm's former Chief Operating Officer and was presented during the Opening Ceremonies at the 11th Annual Chicago Financial Advisor Symposium at the Sheraton Chicago. Mr. Lunney is the founder of the Wealth Strategies Group, an LPL Financial branch office in Littleton, CO, and he was chosen by a Dunham & Associates award selection committee.

"It was my privilege to personally acknowledge Jim for his commendable client-focused service," said Jeffrey A. Dunham, founder and CEO of Dunham & Associates Investment Counsel, Inc. "Like Charlie, Jim wholeheartedly believes and demonstrates that true client service and financial advisory excellence begins by putting your clients first and ensuring that their needs and desires are met. I couldn't be more pleased to recognize Jim for his dedication to these client-focused standards of service."

Mr. Lunney received the award for his extraordinary efforts to ensure his clients' needs are met and his recent work with a dying client was particularly illustrative of this commitment. After assisting his client of over 23 years with building her net worth, she was diagnosed with terminal cancer in 2003. Mr. Lunney met with her frequently to update her on her portfolio, as well as to serve as a sympathetic ear. At his client's request, he helped her arrange to bequeath the value of her estate to her favorite charity upon her death, and set up meetings with an attorney for her to help carry this out. "I have always focused on understanding the needs and circumstances of each client and it is an honor to be recognized for this," said Mr. Lunney.

"We were heartened to receive so many deserving nominees, which made our decision an especially challenging one," noted Salvatore M. Capizzi, Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel Inc. "With such a deserving field of contenders, it made choosing Jim Lunney and the client service philosophy he and Charlie Eisenmann prized so dearly, that much more distinctive of an honor."

About Dunham & Associates Investment Counsel, Inc.

Founded in 1985, Dunham & Associates Investment Counsel, Inc. (DAIC) is a Registered Investment Adviser and Broker/Dealer. Dunham & Associates Holdings, Inc., parent company for Dunham & Associates Investment Counsel, Inc. and other affiliates, has close to $1 billion in fee-generating assets. For more information about Dunham & Associates Investment Counsel, Inc. and its investments and services, visit or call (800) 442-4358.


Contact Information

    Melinda Staab
    JC Public Relations, Inc.
    (973) 400-1341
    Email Contact