Networking

AADMM Chapters & Regional Groups

The networking community of AADMM consists of both local chapters and regional groups to help you connect with others interested in Daily Money Management and related topics. Groups connect formally and informally and share information via meetings and conference calls.

Below is a listing by geographic location of the various regional groups. Contact information and upcoming events are listed for each area. Click on the + sign to view the details for your region of interest.

Don’t see a regional group or local chapter close to you? Mary Pradhan, our Regional Group coordinator, can help you start one!

NORTH AMERICA

Virtual Region

 

Group Contact:

Susie Marbury – Email: susie@checksandbalances4u.com
Checks and Balances for You,  Albuquerque, New Mexico

Rich Kraybill – Email: rich@richkraybill.com
Positive Financial Solutions, LLC, Arlington Heights, Illinois

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 Susie for more information.

 

SOUTHEAST REGION

Atlanta Chapter

 

Group Contact:

Cathy O’Brien – Email: cathy@jugelmgmt.com 
Jugel Daily Affairs Management, LLC, Roswell, GA

Our Meetings:

 *** Covid-19 meeting Protocol – we are currently meeting on Zoom @ 5 pm until further notice.  Please see our website for current meeting information:  https://aadmmatlanta.com/

 

 

Florida
Group Contacts:

Marcia Turner – Email: mlturnerpdmm@outlook.com
Your Everyday Assistants, LLC, Eustis, FL

Terri K. Echarte – Email: terri@terriecharte.com
Terri K. Echarte Consulting, LLC, Miami Beach, FL

Our Meetings:

Our monthly conference call is generally held the second Tuesday of each month.

 

Northern Virginia/DC Area

 

Group Contact:  Shelly Trimble – Email: shelly@trimblefinance.com
Trimble Financial Management – McLean, VA
Our Meetings:

 

This group meets via Zoom. Contact Shelly for specific dates and times.

 

 

 

NORTHEAST REGION

Greater New York Chapter

 

Group Contact: Robert Mayetta – Email: rpm@smartdailyadministrators.com
Smart Daily Administrators LLC, White Plains, NY
Our Meetings:

During these times of COVID-19 restrictions, we will meet bi-monthly on the first and third Thursdays of the month via Zoom at 7:00 PM.

Program Topics will vary and are subject to change. Anyone interested may contact rpm@smartdailyadmnistrators.com or AADMMGNY@gmail.com for call-in information and topics.

Visit our website www.aadmmgny.com for specific information.

Learn More About the Greater New York Chapter

 

DC/Maryland 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/Southeastern PA)

 

Group Contact: Thomas Lapp  Email: thomas@triadpaperwork.com
Triad Personal Paperwork Services, Chadds Ford, PA
Our Meetings:

Currently the Brandywine group will be meeting on the first Thursday of the month at 11:30am ET, locations will vary.

Please contact Thomas 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 Jeremy to be added to the email list.

 

MIDWEST REGION

Chicago

 

Group Contact:

Rick Cummings – Email: rickcummings1@icloud.com
Cummings Daily Finance, Glenview, IL

Ruth Levy – Email: ruth@365financialcare.com
365 Financial Care, Chicago, IL

Our Meetings:

For 2022, we are meeting via Zoom videoconferencing on the second Friday of every month 9:00 am – 10:30 am CT. Meetings feature a guest speaker or a roundtable discussion on a specific topic. New members are always welcome!

Contact Rick or Ruth for more information or to be added to our email list.

 

Indiana/Ohio

 

Group Contact: Susan St. Angelo – Email: susan@mytrustedpartnerllc.com
My Trusted Partner LLC, Indianapolis, IN
Our Meetings:

We meet via Zoom the second Tuesday of every month at 1pm EST.

Contact Susan for more information.

 

Wisconsin/Minnesota

 

Group Contact: Barb Irvin – Email: barb@barbirvin.com
Nimble Numbers, Madison, WI
Our Meetings:

 

We meet every other month on the second Thursday and invite other DMMs from neighboring states to join us. We welcome new members! Contact Barb Irvin with questions.

SOUTHWEST REGION

Arizona
Group Contact: Mary Kay Kirgis – Email: marykay@ovdmm.com
Oro Valley Daily Money Manager, Oro Valley, AZ
Our Meetings:

The Arizona group meets the second Thursday of every month at 11am via Zoom. Meetings have either a roundtable discussion or a speaker.

Contact Mary Kay to be added to our email list.

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.

 

 

Colorado
Group Contact: Donna Fryer – Email: donna@freedommoneymgmt.com
Freedom Money Management, Denver, CO
Our Meetings:

Contact Donna to be added to the email list for meeting reminders and to receive information of interest for Colorado DMMs.

 

Southern California
Group Contacts:

Jennifer Bigelow – Email: jennifer@nortonhomeoffice.com
Norton Home Office Management, Pasadena, CA

Gene Brown – Email: geneb@bedrockfiduciaries.com 
Bedrock Fiduciaries, Torrance, CA 

Our Meetings:

Saturday June 25th 11:00am – Let’s get together, in person for a no-host brunch!  Brunch will be at a TBD outdoor restaurant in Manhattan Beach.  Guests interested in AADMM and our profession are welcome to join us.  RSVP to Jennifer@nortonhomeoffice.com

Contact Jennifer for more meeting dates.

 

Utah
Group Contact: Elizabeth Zeldes – Email: elizabeth.zeldes@gmail.com
Phone: 616-633-7876
Our Meetings: Please contact Elizabeth for more information on the Utah regional group.

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.