Leadership Team

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

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

Denise S. Iverson, CPA

CHIEF FINANCIAL OFFICER

Denise S. Iverson, CPA, is CFO for Dunham & Associates and Treasurer and Principal Financial Officer of the Dunham Funds. With over 30 years of banking, financial, and executive management experience, Denise has been responsible for Dunham’s corporate finance and accounting since 1999. Denise has a B.S. in Business Administration from San Diego State University and holds the FINRA Series 27 registration. See Full Bio CLOSE

Tamara B. Wendoll

CHIEF OPERATING OFFICER

Tamara B. Wendoll is Dunham & Associates' Chief Operating Officer. She also serves as Secretary and AML Officer of the Dunham Funds. Prior to joining Dunham in 2008, Tammy received numerous awards, including the 2004 SIAA Financial Services Award, 2004 SIAA Publication/External: Financial Services Award, and others. Tammy carries a B.A. from the University of California, San Diego, and an M.B.A. from the Wharton School of the University of Pennsylvania. She holds FINRA 4, 7, 24, 63, and 65 registrations. See Full Bio CLOSE

Joseph P. Kelly

BSA/AML COMPLIANCE OFFICER

Since 2013, Joseph P. Kelly has served as Dunham’s BSA/AML Compliance Officer. He is also CCO for the Dunham Funds. Joe’s 15 years of financial services experience brings a wealth of knowledge as he manages Dunham’s legal, compliance, and risk management functions. Joe earned a J.D. from Syracuse University College of Law and a B.S. from Xavier University. He holds FINRA Series 7 and 24 registrations. See Full Bio CLOSE

Daniel Sands

TRUST PORTFOLIO MANAGER

Daniel Sands is the Trust Portfolio Manager 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

John Nicholas

SENIOR TRUST OFFICER

John Nicholas is Senior Trust Officer for the Colorado Division of Dunham Trust Company. John brings more than a decade of experience to his role in assisting with the administration of personal trusts and estates, investment oversight, and financial planning. John graduated from the University of Memphis with an MBA in Finance. He joined Dunham Trust in 2015. See Full Bio CLOSE

Nicole Vance, Esq.

SENIOR ESTATE PLANNING STRATEGIST

Nicole Vance is the Regional Director and Senior 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

David Osgood

TRUST OFFICER

David Osgood is a 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

Elena Rodriguez

OPERATIONS MANAGER

Elena Rodriguez is the Operations Manager for Dunham Trust Company and is responsible for managing tax matters, asset transition and oversight, compliance execution, audit and regulatory practices, and providing leadership and support to our operations team. 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 position as operations manager for the Northern California division of an employee benefits broker, Elena was responsible for day-to-day accounting and finance functions, reporting, and process improvements. CLOSE

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

Michelle Pillsbury

CLIENT SERVICES COORDINATOR

Michelle Pillsbury is the Client Services Coordinator for Dunham Trust and is responsible for assisting Trust Officers in every aspect of account servicing, including: communications, onboarding, bill pay, account maintenance and scheduling. Before joining Dunham in 2018, Michelle spent 15 years in the insurance industry as a life insurance specialist, investment management support and customer care. CLOSE

Laurie Marthaler

OFFICE ADMINISTRATOR

Laurie Marthaler is the Office Administrator for the Colorado Division of Dunham Trust Company, where she supports administration of existing client relationships as well as playing a key role in assisting with business development initiatives. Laurie joined Dunham Trust Company in 2017 with several years of client-centric experience in the financial services industry in California and Colorado. Laurie received her B.S. in Business Administration with an emphasis in Finance from California State University Northridge. CLOSE

Paul Latva

ADMINISTRATIVE ASSISTANT

Paul Latva is the Administrative Assistant at Dunham Trust Company. He is responsible for scheduling, coordinating client and colleague meetings, maintaining records and databases, hospitality, event planning, and other administrative tasks. Before joining the Dunham team, Paul spent 4 years as an inventory manager and bookkeeper in the retail industry in California. CLOSE

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

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