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.
PO Box 131Cabin John, Maryland20818-0131United StatesworkWork Phone:202-365-1932workEmail:INTERNETBusiness Established: October 20, 2003Business Established - Paul Orsinger20031020000000Website:http://www.paulorsinger.com
High Net Worth Individuals and Families
Military Personnel and Veterans
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Negotiating with creditors
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
Kevin O’Shaughnessy is a financial professional with nearly 20 years in the banking industry and has an MBA from The Spears School of Business at Oklahoma State University. Kevin acts as the primary contact between his clients and the client’s team of trusted advisors (accountant, attorney, financial advisor, insurance broker, realtor and others) allowing his clients the luxury of enjoying their financial success without the monotony of daily money management and chasing documents needed by members of their financial team.
Although his focus is on High Net Worth Individuals and Families, Kevin also has a passion to serve Seniors and Older Adults struggling with life transitions. As a bank executive, Kevin witnessed firsthand the struggles of seniors who were dealing with the loss of their life partner while simultaneously learning how to manage their household finances for the first time in decades.
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.