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 Kay Kirgis, our Regional Group coordinator, can help you start one!


Virtual Region
Group Contact: Julianne Miller – Email:
Life Money Management LLC, Tunkhannock, Pennsylvania


Rich Kraybill – Email:
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 Julianne or Rich for more information.


Atlanta Chapter
Group Contact: Lolly Ward – Email:
LMW Personal Financial Services
Our Meetings:  Please see our website for current meeting information:
Group Contact:


 David Meyers – Email:

Generation Bridging, LLC, Boca Raton, FL

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


Greater New York Chapter
Group Contact:

Robert Mayetta – Email:
Smart Daily Administrators LLC, White Plains, NY

Arlene Glotzer – Email:
Eddy & Schein Group, New York, NY

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:
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:
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.

Group Contact: Bonnie Heaslip – Email: 
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:
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.


Group Contact: Ruth Levy – Email:
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.
Group Contact:

Nancy Bean – Email:

Premier Lifestyle Services LLC, Mishawaka, IN

Our Meetings:

We meet via Zoom the second Tuesday of every month at 2 pm EST.

Contact Nancy for more information.

Group Contact: Barb Irvin – Email:
Nimble Numbers, Madison, WI
Our Meetings: We meet during odd months on the third Thursday at 10am and invite other DMMs from neighboring states to join us. We welcome new members! Contact Barb Irvin with questions.


Group Contact: Elizabeth Schartman, AFC, PMP – Email:
The Well-Ordered Dollar LLC
Our Meetings:

The Arizona 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.

Group Contact: Pam Adams – Email:
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:
Our Meetings: Contact Heidi for more meeting dates.


Northern California and Neighbors
Group Contact: Julie Wright – Email:
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: 
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.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.