Member Of

I am a member of The American Association of Daily Money Managers. AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management. Established in 1998, AADMM was incorporated as a non-profit organization to provide professional development and educational opportunities to the organization members.

Over the years, membership has grown to approximately 800 professionals across the U.S. and Canada. The vast majority of AADMM members are employed as Daily Money Managers (DMMs) who provide personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small business owners and others. A few notes on AADMM:

Mission:

AADMM supports and promotes excellence in the profession.

Vision:

AADMM is a trusted partner and the primary resource for members striving to achieve their professional goals.

Values:

AADMM nurtures trust, leads with integrity, and acts ethically.

-Older adults can benefit from the services of a DMM as the task of handling bills, deposits, and payments becomes much more challenging as we enter our later years.

-People who are constantly on the road for work or pleasure.

-Those who prefer to pay someone to handle their daily finances.

-Busy professionals who have more money than time

-Persons with disabilities that prevent them from being able to handle their financial matters themselves.

-High net worth individuals and families with complex financial lives.

-We welcome and encourage those who have served or are currently serving in our armed forces.