October 14, 2008
National Award Recognizes Individuals
Who Exemplify Extraordinary Client Service and Professionalism
In the Course of Delivering Financial Advisory Services
JC Public Relations, Inc.
SAN DIEGO, CA – 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 client’s 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 www.dunham.com or
call (800) 442-4358.