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? Lynn Plait, our Regional Group coordinator, can help you start one!


Virtual Region


Group Contact: Susie Marbury – Email:
Checks and Balances for You,  Albuquerque, New Mexico
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). Our next meeting will include a presentation on Reverse Mortgages. Contact Susie for more information.



Atlanta Chapter
Group Contact:

Mary Pradhan – Email: 
Daily Matters Organizing, Peachtree Corners, GA

Our Meetings:

Meetings are held on the third Thursday of most months at 6:00pm at the Southern Bistro at
Chastain Restaurant, 4920 Roswell Road, Atlanta, GA 30342.

Learn More About the Atlanta Chapter

Group Contacts:

Diane Summers – Email:
Family Financial Alliance, LLC , Oviedo, FL

Jennifer Shulman – Email: 
Simply Balanced Solutions, LLC, Saint Petersburg, FL

Our Meetings: Monthly conference call generally held at 10 a.m. the second Thursday of each month.
Carolinas (NC/SC) - NEW GROUP!
Group Contact:

Amy Carrick – Email:
Carrick Consulting, Greenville, SC

Our Meetings:

Our next meeting will be held on July 7, 2020 at 12:00 noon via Zoom.

More information to come for other meetings. Please contact Amy Carrick via email for details.

Northern Virginia/DC Area


Group Contact:  Shelly Trimble – Email:
Trimble Financial Management – McLean, VA
Our Meetings:

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






Greater New York Chapter


Group Contact:

Nicole Klemens – Email: 
Let’s Get Organized, Rye, NY

Our Meetings:

During these times of COVID-19 restrictions, we will meet weekly on Thursdays via Zoom from 7:00 pm to 8:00 pm. Please note that the first Thursday of each month is for GNY members only. Topics will vary and are subject to change. Anyone interested may contact for call-in information and topics.

Visit our website: for specific information.

Learn More About the Greater New York Chapter


DC/Maryland Suburban Area


Group Contact: Sharon Zissman, JD, CDMM®  Email:
Phone: (301) 675-9083
Everyday Money Management, Bethesda, MD
Our Meetings:

Our next meeting will be via Zoom. It will be a roundtable discussion.

Date: Thursday, July 9th, 2020

Please email Sharon for more information on the next meeting.


Brandywine Region (Delaware/Southeastern PA)


Group Contact: Thomas Lapp  Email:
Triad Personal Paperwork Services, Chadds Ford, PA
Our Meetings: Although we normally meet in person on the first Thursday of March, June, September, and December (at 11:30 am at Tavern 52, 329 Kennett Pike, Mendenhall, PA), due to COVID-19 restrictions, we may hold these meetings via Zoom. We will continue to meet via Zoom videoconferencing on the first Thursday of the other months. Please contact Thomas for more information.


Group Contact: Bonnie Heaslip – Email: 
BJH Life Matters LLC, Shelburne, VT
Our Meetings: The Vermont group will meet in 2020 on March 12, June 4, Sept 3, and Dec 3. 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.
Connecticut - NEW GROUP!
Group Contact: Faith Manierre – Email:  
Busy Bees Professional Organizing, East Hampton, CT
Our Meetings: Meets monthly on the fourth Tuesday of the month via Zoom. Please contact Faith to be added to the email list.
Massachusetts/Rhode Island - NEW GROUP!
Group Contacts:

Gina Distefano – Email:
The Daily Money Manager, Lynnfield, MA

Jeremy Zizmor – Email:
Assurance Family Partners, Boston, MA

Our Meetings: For more information about our group meetings or to be added to our email list, contact Gina or Jeremy.




Group Contact:

Rick Cummings – Email:
Cummings Daily Finance, Glenview, IL

Ruth Levy – Email:
365 Financial Care, Chicago, IL

Our Meetings:

For the remainder of 2020, we will meet via Zoom videoconferencing on the first Tuesday of odd months at 8:00 pm. With respect to even months, we will meet via Zoom videoconferencing on the second Friday of the month at 9:00 am. 

Contact Rick or Ruth to be added to our email list.




Group Contact:

Barb Irvin – Email:
Nimble Numbers, Madison, WI

Our Meetings:

The following upcoming Zoom meetings for 2020 begin at 9:00 a.m. – June 11, August 13, October 15, and December 8.

We meet every other month and invite other DMMs to join us. We welcome new members! Contact Barb Irvin with questions.


Group Contact: Mary Kay Kirgis – Email:
Oro Valley Daily Money Manager, Oro Valley, AZ
Our Meetings:

The Arizona group meets the third 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.

Dallas - Fort Worth


Group Contact: Pam Adams – Email:
Phone: (214) 908-3753
Daily Money Whys, Dallas, TX
Our Meetings:

The Dallas – Fort Worth group meets every odd month and alternates between in person and virtual meetings. Upcoming 2020 meetings are March 27, May 18, July 20, September 21, and November 20.

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.



Group Contact:

Donna Fryer – Email:
Freedom Money Management, Denver, CO

Our Meetings:

The Colorado group meets every odd month and will meet virtually via Zoom until further notice. Upcoming 2020 meetings are March 12, May 15, July 9, September 11, and November 10. The meetings start at 9:30 am. Contact Donna to be added to our email list for meeting reminders and other information of interest to Colorado DMMs.

Los Angeles
Group Contact: Jennifer Bigelow – Email:
Veritas Home Office Management, Inc., Pasadena, CA
Our Meetings: The LA regional group meets quarterly via conference calls from 8:30 – 10:00 am and semi-annually in January and July in person. Due to COVID-19 restritctions, our July meeting will take place via Zoom. We network, share resources, build camaraderie and expand our knowledge together.
Group Contact: Elizabeth Zeldes – Email:
Phone: 616-633-7876
Our Meetings: The Utah group meets the first Wednesday of every month at 9:00 am MT.


San Francisco Bay Area
Group Contact: Julie Wright – Email:
Wright On Your Money, Walnut Creek, CA
Our Meetings:

Until further notice, our meetings are held via Zoom on the third Saturday of odd months from 10 am – noon PT, and on the third Monday of even months from 4 – 6 pm PT.

Group Contact: Mark Stiefel – Email: 
Seattle Life Management, LLC., Kirkland, WA
Our Meetings:

The Seattle regional group meets monthly via Zoom videoconference. We network, share best practices and discuss topics of interest to our region. Please contact Mark to be added to the email list.