Networking
AADMM Chapters, Regional Groups and Specialty Practice Groups
AADMM’s networking communities consist of Local Chapters, Regional Groups and Specialty Practice Groups to help you connect with others working as Daily Money Managers. Group Members share information via in-person meetings and Zoom calls.
Below is a list of all networking communities. Contact information and upcoming information are listed for each area. Click on the + sign to view the details.
Contact Pam Adams (pamadams@dailymoneywhys.com), the Chair of AADMM’s Group Leaders’ Council, for more information.
VIRTUAL GROUP
Virtual Group
| Group Contact: |
Julianne Miller – Email: Julianne@LifeMoneyManagement.com
Rich Kraybill – Email: rich@richkraybill.com |
| Our Meetings: |
The Virtual Group is open to all AADMM members, even if you have another group in your area. Guests may participate twice before joining AADMM. Zoom calls are held the fourth Tuesday of the month (unless there is a holiday) at 10:00am PST (11:00am MST, 12:00pm CST, and 1:00pm EST). Contact Julianne or Rich for more information. |
SPECIALTY PRACTICE GROUPS
Business Basics Group
| Group Contact: | Cynthia Hoffman – Email: cynthia@bestlifedmm.com |
| Our Meetings: |
Zoom calls are the 4th Monday of the month at 6pm ET. Email Cynthia to be added to the email list for the Zoom invitations. |
REGIONAL GROUPS & CHAPTERS
SOUTHEAST REGION
Atlanta Chapter
| Group Contact: | Lolly Ward – Email: lollyward@lmwpersonalfinancialservices.com LMW Personal Financial Services |
| Our Meetings: | Please see our website for current meeting information: https://aadmmatlanta.com/ |
Florida
| Group Contact: |
David Meyers – Email: dmeyers@generationbridging.com Generation Bridging, LLC, Boca Raton, FL Co-Leader: Karen Hodges – Email: The Freedom Pro’s |
| Our Meetings: | Our monthly conference call is generally held the second Tuesday of each month. |
NORTHEAST REGION
Greater New York Chapter
| Group Contact: |
Robert Mayetta – Email: rpm@smartdailyadministrators.com Arlene Glotzer – Email: arlene@eddyandschein.com |
| Our Meetings: |
Visit our events page. Learn more about the Greater New York Chapter. |
DC/Maryland/Virginia Suburban Area
| Group Contact: | Sharon Zissman, JD, CDMM® – Email: sharon@everydaymm.com Phone: (301) 675-9083 Everyday Money Management, Bethesda, MD |
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Our Meetings: |
We typically meet monthly on the second Thursday of the month from 11:15am – 12:45pm via Zoom. Please contact Sharon to be added to the email list. |
Brandywine Region (Delaware/Southeastern PA)
| Group Contact: | Judith Hall – Email: jjhall.biz@gmail.com Triad Personal Paperwork Services, Chadds Ford, PA |
| Our Meetings: |
The Brandywine group meets on the first Monday of the month at 8:30am ET, locations will vary. Please contact Judith to be added to the email list for meeting information. |
Vermont
| Group Contact: | Bonnie Heaslip – Email: bonnie@bjhlifematters.com BJH Life Matters LLC, Shelburne, VT |
| Our Meetings: | Contact Bonnie Heaslip if you would like to be added to the group’s email list. Meeting details and reminders will be sent out to members on the list. |
Massachusetts/Rhode Island/New Hampshire
| Group Contacts: | Gina Distefano – Email: info@thedailymoneymanager.com The Daily Money Manager, Lynnfield, MA |
| Our Meetings: | Meets the second Monday of each month via Zoom. Please contact Gina to be added to the email list. |
MIDWEST REGION
Chicago, IL
| Group Contact: | Ruth Levy – Email: ruth@365financialcare.com 365 Financial Care, Chicago, IL |
| Our Meetings: | The three Midwest regional groups have joined forces for meetings, held monthly. Meetings feature a guest speaker or a roundtable discussion on a specific topic. Contact Ruth if you would like to be added to the group’s email list. Meeting details and reminders will be sent out to members on the list. |
Indiana/Ohio
| Group Contact: |
Nancy Bean – Email: nancy@beancfo.com Premier Lifestyle Services LLC, Mishawaka, IN |
| Our Meetings: |
The three Midwest regional groups have joined forces for meetings, held monthly. Meetings feature a guest speaker or a roundtable discussion on a specific topic. Contact Nancy if you would like to be added to the group’s email list. Meeting details and reminders will be sent out to members on the list. |
Wisconsin/Minnesota
| Group Contact: | Barb Irvin – Email: barb@barbirvin.com Nimble Numbers, Madison, WI |
| Our Meetings: | The three Midwest regional groups have joined forces for meetings, held monthly. Meetings feature a guest speaker or a roundtable discussion on a specific topic. Contact Barb if you would like to be added to the group’s email list. Meeting details and reminders will be sent out to members on the list. |
SOUTHWEST REGION
Mountain West (AZ, NV, CO, UT, NM, WY and MT)
| Group Contact: | Elizabeth Schartman, AFC, PMP – Email: liz@thewell-ordereddollar.com The Well-Ordered Dollar LLC |
| Our Meetings: |
The Mountain West group meets the second Thursday of every month at 12pm via Zoom. Meetings have either a roundtable discussion or a speaker. Contact Liz to be included in the meeting. |
Texas
| Group Contact: | Pam Adams – Email: pamadams@dailymoneywhys.com Phone: (214) 908-3753 Daily Money Whys, Dallas, TX |
| Our Meetings: | The Texas group meets six times per year. We try to alternate between in person and virtual meetings, however during this period we are only meeting virtually.
Please contact Pam Adams for meeting details. Guests are welcome to attend our meetings twice before becoming an AADMM member. Please contact Pam Adams if you would like to be added to the group’s email list. Meeting reminders and locations will be sent out to members on the list. |
Southern California
| Group Contacts: | Heidi Wolin – Email: heidi@heidiwolin.com |
| Our Meetings: | Contact Heidi for more meeting dates. |
NORTHWEST REGION
Northern California and Neighbors
| Group Contact: | Julie Wright – Email: wrightonyourmoney@gmail.com Wright On Your Money, Walnut Creek, CA |
| Our Meetings: |
Our meetings are held via Zoom on the third Saturday of odd months from 10 am – noon PT, and via Zoom on the third Monday of even months from 5 – 6:30 pm PT. We welcome members from Northern California, Southern Oregon and Nevada to join our group. Please contact Julie to be added to the email list. |
Pacific Northwest
| Group Contact: | Mark Stiefel – Email: mark@seattlelm.com Seattle Life Management, LLC., Kirkland, WA |
| Our Meetings: | Our regional group meets monthly via Zoom videoconference. We network, share best practices and discuss topics of interest to our region.
We welcome members from Washington, Northern Oregon and Idaho to join our group. Please contact Mark to be added to the email list. |