AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
New City, New York10956United StatesworkWork Phone:845-634-0076workWork Phone:914-288-5229workEmail:INTERNETBusiness Established: March 1, 2008Business Established - Karen Caccavo MBA20080301000000Website:https://www.PersonalMoneyManager.net
High Net Worth Individuals and Families
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Tracking donations made to non-profits and gifts made to individuals
Karen Rosenberg Caccavo, President of Personal Money Manager, is a financial and paperwork organizer (a daily money manager) in the New York-New Jersey metro area with seniors, in their homes. She helps interpret and pay bills; gathers information at tax time; sets up and maintains home filing systems, and completes important forms and paperwork. Karen coordinates her work with clients’ trusted advisors (attorney, accountant, financial advisor, insurance broker, realtor, care manager and others) to get important work completed on a timely basis.
Karen has an MBA from the Wharton School of the University of Pennsylvania. She is a longtime member of, and has held leadership positions in, the American Association of Daily Money Managers, the National Association of Productivity and Organizing Professionals, and the Estate Planning Council of Rockland County, NY.
As a daily money manager / financial organizer, Steve provides “boots on the ground” support to seniors (at home), along with their families and other trusted advisors (attorney, accountant and financial advisor).
He reviews and pays bills, obtains property tax abatements, keeps insurance in place and paid for, organizes financial-related paperwork, and more.
He has helped seniors solve other problems, including obtaining over $10,000 from pet insurance claims, and managing an asbestos and mold abatement project in a client’s home.
Steve developed his strong organizational, problem-solving and “people” skills during a career as a business owner/entrepreneur; and later as a business organizer and advisor. To jump-start his knowledge of seniors’ needs, he obtained the professional designation of Certified Senior Advisor (CSA)® in 2010.
Steve views the work of helping seniors as a way of honoring his late parents, who lived long (99 and 93 years) and fruitful lives helping others.
Lauren joined Help Unlimited in 2014 after working for a non-profit which provided grants to over 50 charities. Prior to taking time off to be a full time mother to 3 children, Lauren was the Sr. Product Manager and Asst. Vice President of the largest bank in Arizona (at the time), where she was in charge of marketing for over 500,000 checking accounts and development of special programs targeted to senior citizens. She is a 1981 graduate of State University of NY at Albany. Lauren also volunteered at a local nursing home for 2 years.
Karen brings to her practice as a Daily Money Manager more than 30 years of experience as an executive and Vice President in the financial services industry. She has worked for several major national and international banking institutions, including Bank of America, Citibank, Crocker National Bank & Wells Fargo, overseeing, underwriting and closing 8-figure project and commercial real estate loan transactions.
Her 10+ years as a Life and Certified Money Coach, as well as CEO/Founder of Wealth Pathfinders LLC, have been an invaluable experience, allowing her to hone the necessary skills and tools to help clients become more empowered and fulfilled at any age.
As a Daily Money Manager, mentor and advocate, I am helping to make my clients’ lives more manageable and thus reduce their stress and worry around bill paying and the day-to-day financial tasks. For seniors, I am helping them remain independent and in control, thereby enabling them to maintain their dignity and self-esteem, as well as live a more joyful life.…
My name is Deborah Campbell. My passion to transform people’s personal and professional lives from chaotic disarray to an orderly and tranquil environment, motivated me to create and launch DC & Company, LLC.
Through DC & Company, LLC, I design and implement innovative and efficient systems to free up my clients’ time and give them peace of mind. Financial services include, but are not limited to: bill pay, mail and filing, reconciling accounts, reviewing insurance, fraud watch, financial coaching, payroll, budgeting and preparing reports for taxes.
My personal passions, education, and professional background –as investigator, certified public accountant, auditor, and more– make me well suited for fraud prevention, combating financial exploitation, and assisting seniors with their personal business affairs. I am accustomed to being entrusted with and handling highly personal and confidential matters and information. I am detail oriented and dependable and strive to always be efficient, empathetic, and professional in my work. Education: MBA with concentration in accounting, Vanderbilt Univ., 1990; BBA, major in finance, Univ. of Kentucky, 1988. Other: certified public accountant (inactive status; TN license #12192 issued in 1992); private investigator (TN license #4981 issued in 2000)
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