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.
I started my career as a Daily Money Manager after seeing the need while I was working for the Placer County District Attorney’s Office, in the Elder Abuse Unit. I noticed that in my area the majority of wealth lies with our elderly and if they are not properly educated and protected they too often become the victims of financial elder abuse whether at the hands of strangers, or all too often their own caregivers and even loved ones. I chose a career as a DMM rather than a professional fiduciary because it is a more economical choice for the client and saving money is one of my specialties. If you or a loved one might benefit from my services, please feel free to contact me and see how I might be of assistance!
Certified PDMMNorthbrook, Illinois60062United StatesworkWork Phone:847-436-9079workWork Fax:847-480-0720workfaxEmail:INTERNETBusiness Established: January 1, 1998Business Established - Elizabeth B. Ganitopoulos PDMM19980101000000Website:http://www.privatemattersllc.com
High Net Worth Individuals and Families
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Assisting family members or other professional who are named as fiduciaries
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
For more than 15 years I have worked in corporate administration and financial services, running offices both efficiently and effectively—and I can do the same for you as your Home Office Manager.
All my life I have had an innate passion for organizing and administration. A well-run office is a beautiful thing. Where others see mundane office tasks as a chore, I revel in the administrative process.
Conserve your time, money and mental energy for what’s important by having Savvy Home Office Services help you with the administrative home office details.
Marc has 35 years in financial planning & related services & 5 years in teaching. He started his career in the mortgage industry as a branch manager & trainer for FAMCO in 1990. Marc is a member of the National Reverse Mortgage Lenders Association, The National Aging In Place Council, various professional organizations, the Chamber of Commerce, the Professional Association of Diving Instructors, the Producers Guild of America and is President of the West L.A. Chapter, Senior Services Group; a non-profit organization dedicated to bringing pro bono professional services to low-income seniors. Originally from NYC, Marc obtained his BA’s from the University of Southern California & holds a distance MBA. He works collaboratively with Money Managers, Attorneys, CPAs, Financial Planners, Health & Eldercare professionals and Mortgage Bankers to ethically mastermind solutions for their clients. Marc lives with his wife and son in Brentwood, LA CA. He is available to speak. References upon request.…
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.