AADMM
   
American Association of Daily Money Managers

Conference Speakers

Colleen Cove, RN
Colleen Cove, RN has more than 40 years of experience in providing evidence-based care to those living with dementia. Colleen provides quality education focused on person-centered care, understanding behaviors as communication, and offering support to those living with – and those caring for – persons with dementia. Colleen is a Registered Nurse, Certified Dementia Practitioner, Certified Alzheimer’s Disease and Dementia Care Trainer, Certified Dementia Support Group Facilitator, and Certified First Responder – Dementia – Trainer. She currently serves as nurse educator, director of staff development, and a consultant to several nursing homes and assisted living residences in Massachusetts.

Christopher S. Dowler, Dowler Construction Services LLC
Chris is a graduate of Boston University with a B.A. in economics, a U.S. Army veteran, and has been a partner or co-owner in several companies over the last thirty years. These companies have acquired, entitled, and developed residential and commercial properties. He is an award-winning builder of residential and commercial projects, and a facility manager for private estates, multi-family housing, retail facilities, office facilities, and religious institutions. He has served as a consultant

to private estates, multi-family housing, retail facilities, office facilities, private schools, churches, town governments, and community banks.

Dan Mangus
Dan Mangus has been in the insurance industry his entire life. Since starting his first insurance agency at age 18, Dan has been passionate about educating others about their insurance choices. As an agency owner, Dan’s partnership, Senior Marketing Specialists, began in the late 1990s, and in 2010, Dan had the privilege of chairing their newly formed Advisory Council and continues to sit as chairman of the board today. After several years of consulting work with Senior Marketing Specialists, Dan joined the brokerage team full time in 2012 as the national sales director, serving more than 10,000 agents nationwide. Today, Dan’s current position of vice president of sales gives him a unique line of sight to the customer, agent, and FMO staff.

As an agency owner, Dan’s partnership Senior Marketing Specialists began in the late 1990’s, and in 2010 Dan had the privilege of chairing their newly formed Advisory Council and continues to sit as Chairman of the Board today. After several years of consulting work with Senior Marketing Specialists, Dan joined the brokerage team full time in 2012 as the National Sales Director, serving over 10,000 agents nationwide. Today Dan’s current position of Vice President of Sales, gives him a unique line of sight to the customer, agent, and FMO staff.

Although Dan has been sharing his insights and knowledge since the early 1980s, more recently you can find him teaching Medicare courses at universities and keynoting national insurance conferences and Medicare certification courses for both the National Guardianship Association (NGA) and the American Association of Daily Money Managers (AADMM). Dan is also an Expert Contributor for the RICP designation program through the American College and is the published author of TalkingMEDICARE, a resource guide for advisors in the Medicare market.

Debbie Gilster, At Home FinanceCare, LLC
Debbie Gilster is the co-founder of Agency At Home FinanceCare,

LLC. While she still sees some clients, the majority of her client work is done at her desk, on her own time schedule (so she can be on the golf course in the daytime!). It requires some tech tools and organization, which she has fine-tuned over 20+ years. She’s happy, the client is happy, her partner can take over if necessary – it’s a win-win!

Julie Hauser, Bloom People Solutions
Beginning with a passion for people, watching them grow and develop, to helping organizations blossom with a thriving culture that is productive, engaging and revenue-driving, Julie Hauser is considered one of the Human Resources industry professionals that is well-respected, successful and trustworthy. Julie’s experience within Human Resources and best people practices have elevated the way companies do business, approach their goals, increase process improvement and productivity and guides leaders in making quality and emotionally sound business decisions. As an industry leader, Julie’s background and professional diversity go beyond Human Resources and is known as an influencer in all areas of business.
Jacy Imilkowski, PMP, CPCC, ACC, CLL
Jacy Imilkowski (just think “I-milk-cows-on-skis”), PMP, CPCC, ACC, CLL is an energetic speaker, born storyteller, and self-admitted communication nerd. Specializing in resilience and the neuroscience of conversation, Jacy combines emotional intelligence and brain science to create new perspectives on how emotion impacts all parties in our business relationships. A certified project manager and coach, Jacy has spent 20+ years speaking, training, and leading teams, including 10 years with a Fortune 50 healthcare account. Clients include Mayo Clinic, the Wisconsin Department of Health Services, and professional associations like PMI, SHRM, ATD, HIMSS, and IIBA. Jacy is also an adjunct instructor for the University of Wisconsin. When not working she volunteers as a Speakers Academy Dean for the National Speakers Association-Wisconsin chapter and a foster home for Greyhound Pets of America. She loves her dog, and probably loves your dog too.

Leah Nichaman, Everyday Money Management
Leah Nichaman is the founder and president of Everyday Money Management. She and her nine-member team serve senior citizens and people with disabilities in the metropolitan Washington, DC area, providing in-home and remote daily money management services.

Leah is a graduate of Brown University and worked for over 25 years in management consulting, non-profit management, and health survey research. She serves on the board of directors of The Senior Connection and as a volunteer Representative Payee in Montgomery County, MD. Leah became a certified Professional Daily Money Manager (PDMM) in 2013. She is the immediate past president of AADMM and has served on the AADMM Board for seven years.

Lynn Plait, Financial Order, LLC
Lynn Plait, principal of Financial Order, LLC, wanted a flexible work schedule and less time in traffic. Her high net worth clients were rarely home and didn’t care where she worked. Using a variety of tech tools, she was able to service them from her home. When she moved from Georgia to Arizona in 2017, her clients “moved” with her. Hear how she created a very flexible work day that fits in with her life!

Nadira Ramcharan, MBA, NRNY Consulting, LLC
Nadira Ramcharan is the president & CEO of NRNY Consulting, LLC, a company committed to training, consulting, and coaching individuals, entrepreneurs, and professionals to increase their impact, influence, income, and performance. Nadira has an MBA and she is a John Maxwell Certified Coach, Speaker, and Trainer. NRNY Consulting, LLC is a Minority and Women-Owned Business Enterprise in NYC.

Alison Salisbury, Fiscally Fit, Inc.
Alison, founder and president of Fiscally Fit, Inc., in Los Altos, CA, provides daily money management services for seniors, busy individuals, and families. She and her team specialize in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems. Alison joined AADMM in 2008, the year she started her business. She hired her first employee in 2012, and now employs a team of four.

Alison is a graduate of San Jose State University, and worked in higher education administration for more than 20 years. She is also a former elementary school teacher in the Palo Alto Unified School District. Alison earned her certification as a PDMM in 2011, and currently serves on the executive committee of the AADMM board of directors as vice president.

Matthew Thiry, Esq., Matthew Thiry Law LLC
Before becoming a lawyer, Matthew was a business owner, and there he learned the importance of a business moving forward. Lawyers shouldn’t be an expensive obstacle that prevents business. He understand the needs of business, and looks to provide efficient solutions instead of expensive delays. Matthew’s law practice focuses on business law and business litigation and is licensed to practice in Georgia and Pennsylvania. He is based in Peachtree Corners, GA.
Steve Lyskawa
Steve Lyskawa has been working with computers and computer networks since 1978, including working in network and computer support for Fortune 500 companies in the banking, healthcare, automotive, and network security industries. He started his own business, Computer Coach Consulting, in 2003, and currently services small business customers.

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