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. Regional Groups and Chapters allow members in a specific geographical area to collaborate together while the newly added Specialty Practice Groups, called Practice Connect, focus on a specific area of practice. Members may join any Specialty Practice group that enhances the operation of your business. Contact information and meeting times are listed for each group.
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
Practice Connect – New DMMs
Formerly known as ‘Business Basics,’ this group is for new DMMs who are within their first few years of DMM work.
| Group Contact: | Cynthia Hoffman – Email: cynthia@bestlifedmm.com |
| Our Meetings: |
Zoom calls are generally held on the last Monday of the month at 6pm ET. Email Cynthia to be added to the email list for the Zoom invitations. |
Practice Connect – Firms
This group is for DMM businesses with more than 1 person.
| Group Contacts: |
Emily Booth-Dornfeld – Email:
Nancy Sobin – Email: |
| Our Meetings: |
Meetings will be held by Zoom on the second Wednesday every other month, starting in January 2026, from 5:00 – 6:00 pm EST. Email Emily or Nancy to be added to the invitation list. |
Practice Connect – Supporting Seniors
This group is for DMMs working with older adults.
| Group Contact: | TBD |
| Our Meetings: |
TBD – In the meantime, please email Pamadams@dailymoneywhys.com for additional information. |
Practice Connect – High Net Worth
This group is for DMMs working with clients with significant assets, multiple homes, complex wealth management, tax and estate issues.
| Group Contact: | Susan Key – Email: susan.key@warrenaverett.com Phone – (334) 260-2224 |
| Our Meetings: |
First meeting is scheduled for February 20th, 11:00 CT. A regular schedule will be determined as the group forms. Email Susan to be added to the email list for the Zoom invitations. |
Practice Connect – Fiduciary
This group is for DMMs serving as fiduciaries: POAs, Personal Reps, guardian, custodian, trustees, estate administrators, etc.
| Group Contact: |
David Montoya – Email: info@householdmanagementpro.com Phone – (303) 917-7984 Premier Household Management Services, LLC |
| Our Meetings: |
TBD. A regular schedule will be determined as the group forms. Email David to be added to the email list for the Zoom invitations. |
REGIONAL GROUPS & CHAPTERS
SOUTHEAST REGION
Atlanta Chapter
| Group Contact: |
Karen Leff – Email: Leff Organizing, LLC – Financial Organizing and Daily Money Management |
| Our Meetings: | Please see our website for current meeting information: https://aadmmatlanta.com/ |
Florida
| Group Contact: |
Terri Echarte – Email: Terri K Echarte Consulting, LLC – Miami / Miami Beach, FL |
| Our Meetings: | Our monthly conference call is generally held the 3rd Wednesday of each month at noon. |
NORTHEAST REGION
Greater New York Chapter
| Group Contacts: |
Donna Olah-Reiken – Email: Robin Schulz – Email: |
| 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 |
|
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/Pennsylvania/Southern New Jersey)
| Group Contact: | Judith Hall – Email: jjhall.biz@gmail.com Financial Life Organizer, Pittsburgh, PA |
| Our Meetings: |
The Brandywine group meets on the first Monday of the month at 8:30am ET, via Zoom (Virtual). Please contact Judith to be added to the email list for meeting information. |
New England ( MA, ME, NH, RI, VT)
| 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
Midwest Region (IL, IN, IA, OH, WI)
| Group Contacts: |
Ruth Levy – Email: Nancy Bean – Email: Barb Irvin – Email: |
| Our Meetings: |
The Midwest regional groups have joined forces for meetings, held monthly on the third Friday of every month at 8:30 am CT 9:30 am Eastern. Meetings feature a guest speaker or a roundtable discussion on a specific topic. Contact Ruth for Illinois & St. Louis metro, Nancy for Indiana & Ohio or Barb for Wisconsin, Minnesota & Iowa if you would like to be added to the invitation list. Meeting details and reminders are 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 (TX, OK)
| 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 CA, Southern OR, NV
| 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. |
Northern OR, ID, WA
| 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. |