Leadership Information

Katie is founder and owner of Gudgel Professional Services (GPS), located in the Phoenix metro area of Arizona. She is also an Enrolled Agent, specializing in seniors and trusts. Enrolled Agents (EAs) can represent taxpayers before all administrative levels of the Internal Revenue Service. Since many taxpayers have difficulties just collecting all of their necessary tax documents, Katie joined AADMM in 2015 and expanded the services GPS offers to include Daily Money Management.

Barb founded Nimble Numbers in 2020 after helping several friends and family with their daily money management tasks. Barb earned an MBA from the University of Texas at Austin and a PhD in Environmental Studies at UW-Madison She has an extensive work history in finance and administration for small companies, non-profit organizations, state government and the University of Wisconsin. She has also served on many types of boards including several non-profit organizations, a community center, a grocery co-op, a women’s entrepreneurs’ group and two rowing clubs. This varied background provides a breadth of experience to draw upon to help solve the puzzles in her clients’ financial lives. When not solving puzzles, Barb's interests are cycling, travel and visiting with friends near and far.

Mary Pradhan, CDMM®, is the founder and owner of Daily Matters Organizing. With a robust 30-year career in the Information Technology sector, Mary has extensive experience in both industry and consulting and specialized in providing management consulting and services for large-scale system integrations in human resources, benefits, and payroll areas. In 2010, a series of family losses revealed Mary’s true calling: helping people achieve peace of mind by organizing and managing their financial lives. This led to the creation of Daily Matters Organizing. Mary joined AADMM in 2015 and earned her certification in 2021. She has been actively involved in AADMM, serving nationally as the chair of the Membership Committee and as a former Regional Group Council leader, and locally as past president of the AADMM Atlanta Chapter. In her free time, Mary enjoys exploring new cultures through international travel, reading, and keeping her two dogs entertained.

Chris Glaeser is founder of Activ Trust Management in South Pasadena, California which provides Daily Money Management services for trusts and seniors. Chris joined AADMM in 2017 and received his CDMM in 2018. He was a member of the Accreditation Certification Committee and is a member of the Southern California Regional Group and a participant in the mentoring program.

Chris is also a CA Licensed Professional Fiduciary acting as a conservator, trustee and Power of Attorney for clients. He holds a Bachelor of Science in Civil Engineering degree and a Master of Business Administration degree. 

Richard Fox, CPA, is an accounting and technology professional with over 35 years of experience. He began his career in assurance services with KPMG and held various consulting and professional services leadership positions in the technology sector. Rick’s daily money management work began in 2018 supporting his father following a stroke. Rick found the work meaningful and rewarding and, following his passion to help others, he founded Curae-Personal Business Management later that year as sideline “passion project”. Based in Richmond, VA, today Curae serves seniors, busy professionals and high net worth individuals and families. Rick thanks AADMM for their support and resources along his journey and is honored to serve on the AADMM Board of Directors as well as its Governance Committee.

Rick received his BBA in Accounting from St. Bonaventure University and is a Certified Public Accountant and member of both the American Institute of Certified Public Accountants and the Virginia Society of CPAs. He is also a Certified Senior Advisor.