AADMM
   
American Association of Daily Money Managers

DMM Directory

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.

    A B C D E F G H I J K L M N O P Q R S T U V W Y Z
    Photo of Vickie Faber

    Vickie Faber

    OwnerEncore Concierge Services, LLC
    200 Bermuda Street, Unit 2 Atlantic Beach, New York 11509 United StatesWork Phone: 516-284-6494Website: http://www.encoreconcierge.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    Photo of Karen Fabiano MPAff, NCG, COPF

    Karen Fabiano MPAff, NCG, COPF

    PresidentElderCare Resources/Avanti
    1991 Garden Avenue Eugene, Oregon 97403 Work Phone: 541-344-7712Business Established: December 26, 1992Website: http://eldercare-eugene.com
    Clients Served
    • Adult Children
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Rep Payee court appointed work
    • Facilitation of household payroll
    Photo of Babs L. Fahrney PDMM

    Babs L. Fahrney PDMM

    Money Wrangler
    Certified PDMM Alameda, California 94501 United States Santa Cruz, California 95060 USWork Phone: 510-978-6496Business Established: January 1, 2004Member Since: September 1, 2004
    Clients Served
    • Busy Professionals
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kristen Faith

    Kristen Faith

    DMM/BookkeeperFaith Resolutions
    PARKTON, Maryland 21120 United StatesCell Phone: 4104098492Business Established: April 1, 1999Website: https://www.facebook.com/FaithResolutions/
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Cierra Falconer

    Budget Buddy, LLC
    16781 Chagrin Boulevard Suite 447 Shaker Heights, Ohio 44120 United StatesWork Phone: 216-245-7437Website: www.your-budgetbuddy.com
    Clients Served
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Works Remotely
    Photo of Rebecca K Feeley

    Rebecca K Feeley

    Director of Business DevelopmentFinancial Sense, LLC
    116 Morgan Street Stamford, Connecticut 06905 United StatesWork Phone: 203-353-0040 ext 2Business Established: June 17, 1996Website: http://www.financialsense.net
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Sharon Fein MBA

    Paperwork Solutions, Inc.
    12217 Rockledge Circle Boca Raton, Florida 33428 United StatesWork Phone: 561-212-4268Work Fax: 561-491-5102Website: http://www.paperwork4u.com
    No Image Available

    Michelle Felder

    Bookkeeping ProfessionalDaily Money Minder, LLC
    P.O. Box 2333 Hephzibah, Georgia 30815 USWork Phone: 7065928311Business Established: January 4, 2019Website: http://www.dailymoneyminderllc.com
    Clients Served
    • Small Business Owners
    Services Provided
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Financial coaching or counseling
    • Works Remotely
    Photo of Jennifer R. Figurelli PDMM, CTFA

    Jennifer R. Figurelli PDMM, CTFA

    Managing Director and Co-founderAndrew Hill Investment Advisors, Inc.Financial Concierge Services
    Certified PDMM 4081 Tamiami Trail North Suite C-105 (First Floor) Naples, Florida 34103 USAWork Phone: 2394503999Cell Phone: 2397773129Business Established: January 10, 2010Website: http://www.responsibleadvisors.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Financial record management
    • Budgeting
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available
    9 Hathaway Lane White Plains, New York 10605 United StatesWork Phone: 917-453-7257
    The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.