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

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 Susie for more information.



Atlanta Chapter


Group Contact:

Cathy O’Brien – Email: 
Jugel Daily Affairs Management, LLC, Roswell, 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. *** Covid-19 meeting Protocol – we are currently meeting on Zoom @ 5 pm until further notice.  Please see our website for current meeting information:

Learn More About the Atlanta Chapter


Group Contacts:

Marcia Turner – Email:
Your Everyday Assistants, LLC, Eustis, FL

Terri K. Echarte – Email:
Terri K. Echarte Consulting, LLC, Miami Beach, FL

Our Meetings: Our monthly conference call is generally held the second Tuesday of each month.
Carolinas (NC/SC)
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: Robert Mayetta – Email:
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. Please note that the first Thursday of each month is for GNY members only and meets until 8:30 PM. The second meeting of the month is an open meeting for 1 hour. Program Topics will vary and are subject to change. Anyone interested may contact or 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:

Meets 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: Meets monthly on the first Thursday of the month via Zoom. Please contact Thomas to be added to the email list.  


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.
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 Hampshire
Group Contacts:

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

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

Our Meetings: Meets the second Monday of each month via Zoom. Please contact Jeremy to be added to the email list.




Group Contact:

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

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

Our Meetings:

For 2021, 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 welcome!

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




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

We meet via Zoom the first Tuesday of every month at 1pm ET.

Contact Susan for more information.




Group Contact: Barb Irvin – Email:
Nimble Numbers, Madison, WI
Our Meetings:

Our meetings for 2021 will be on Zoom beginning at 9:00 a.m. – January 14, March 11, May 13, July 8, September 9, and November 11. We meet for one hour.

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.


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 six times per year. We try to alternate between in person and virtual meetings, however during this period we are only meeting virtually. Upcoming 2021 meetings are February 2 and March 26.

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 via Zoom until further notice. Upcoming 2021 meetings are February 18, April 26, June 24, August 21 and October 21. Contact Donna to be added to the email list for meeting reminders and to receive information of interest for 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. Our April meeting has been postponed until Friday, April 30. 
Group Contact: Elizabeth Zeldes – Email:
Phone: 616-633-7876
Our Meetings: Please contact Elizabeth for more information on the Utah regional group.


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. We welcome members from Washington, Oregon and Idaho to join our group. Please contact Mark to be added to the email list.