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.
Melissa Langston is a trusted professional daily money manager. In her role, she works with clients, their families, trusted advisors, caregivers and all service providers to ensure that bills are paid, taxes are filed, accounts are reconciled, and estate planning is attended to. She is the quarterback of her clients’ personal and business affairs pre and post incapacitation so nothing slips through the cracks. She services Los Angeles, Orange and San Diego Counties.
Thomas Lapp received both Bachelors and Masters degrees in Electrical Engineering and has been a logical thinker and detail-oriented person all of his life. For nearly 30 years, in his earlier career, he provided Information Technology support and project management services. He witnessed the introduction and rise of the personal computer industry and is very comfortable with technology. He has also developed an interest in financial investing including participating in a stock club for over 10 years during the dot-com boom and subsequent burst of the bubble.
Triad Personal Paperwork Services provides that same level of logical thinking, organization, and attention to detail to your daily financial needs.
My initial business opened in 1983, a Virtual Secretary before many people even had heard of the idea. My plan, to meet someone, marry, have children and be at home with the children. I met my husband in 1986, and on goes the story, a dream come true.
When my boys were older, one of my clients hired me out of my business as the Assistant to the President, Bookkeeper and Office Manager. Something was missing, then my parents both passed away and something even bigger was missing. My long time friend, a fellow AADMM member kept on me saying “you need to get into this business, you are perfect for it.” She was right. Now that void that filled my heart from the loss of my parents is a little easier to cope with because some of my clients are in that category and I have the joy of helping them and bringing them joy.…
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.