Leadership – Meet the Board
The AADMM leadership is a team of dedicated professionals each directly involved in the growth, services, education and adherence to the ethical standards for DMMs, their clients, and the profession.
Susie Marbury, CDMM, the founder and owner of Checks & Balances for You, has had a varied career. In addition to working for over 30 years as a computer professional, she has also owned her own businesses and kept the books for her companies, as well as for others. In 2013 Susie reinvented herself once again and started her daily money management business. Susie was certified as a CDMM (formerly known as PDMM) in August 2017. A member of AADMM since 2013, she initiated the association’s virtual group, has served on various committees, and has been a board member since 2020. Her active engagement with AADMM has benefitted her business and her life and is part of her ongoing commitment to excellence.
Terri is the founder and owner of Terri K. Echarte Consulting, LLC and has more than 30 years of experience in business, real estate finance, banking and client relations. She has held SVP and managing director positions at Bank of America and HFF (now JLL) in commercial real estate lending and investment banking, arranging debt on behalf of private, corporate, and institutional owners and sponsors of large commercial real estate projects. Terri was also a SVP and private banker, serving high net worth clients, individuals, and families, and has experience managing complex financial relationships in her role as a fiduciary. She has extensive experience working in a regulated environment and dealing with compliance activities.
Giving back to the community is an important initiative for Terri. She is a co-founder of 100+ Women Who Care – Miami Beach Chapter and a former co-founder of 100+ Women Who Care Miami Chapter. These giving circles raise money to bestow grants to local non-profits providing much needed programs and services throughout Miami Dade County.
Sharon Zissman formerly served as an attorney at the FDIC in Washington DC. She currently serves as the Director of Business Development and Client Relations at Everyday Money Management, an 18-member firm based in Rockville Maryland. She has served as a DMM since 2015, is certified, and works with seniors and high net worth busy professionals. As a member of AADMM, she served on the Public Relations Committee, the Board Assessment Task Force, the Annual Conference Committee, the Education Committee and now chairs the Governance Committee. She is also the Regional Coordinator for the Maryland/DC Regional Group. She has served on the Boards of several community organizations and has taught financial literacy. She lives in Bethesda with her husband and enjoys tennis, pickleball, golf, traveling, meeting with her book club, and spending time with her growing family.
Jennifer Shulman, founder of Simply Balanced Solutions, LLC, in St. Petersburg, Florida provides Daily Money Management services for seniors, busy professionals, and high net worth individuals. Jennifer joined AADMM in 2013 following the creation of Simply Balanced Solutions and in 2016 she received her certification as a CDMM®. She has been active in AADMM including the Professional Development Committee, the Florida Regional Group, and the Public Awareness Committee. Jennifer also enjoys volunteering and serving several community organizations focusing on food insecurities and financial literacy. Her volunteer work includes hands on teaching, counseling, and organizing as well a committee and serving at the Board of Directors level.
Jeremy is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families by helping them manage their personal day-to-day finances.
An accountant with extensive public and corporate experience, Jeremy is in the unique position to help families because he has been there himself: understanding his grandmother’s wish to age at home in comfort, and her concern that she needed help doing so, he assisted with her personal finances during her later years. What began as an extra set of eyes on her monthly bills, writing out checks, and weekly trips to the bank and post office, turned into full-time management of her personal finances. As a result, she was able to age in place, while confident that her financial house remained in order.
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.