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
    No Image Available

    Michael O’Brien

    Director of Finance, DMMPremier Care Management of Georgia, LLCFinance
    6969 Spout Springs Road Flowery Branch, Georgia 30542 United StatesCell Phone: 770-335-4484Business Established: February 2, 2018Website: https://www.premiercmga.com/
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • 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
    • Notary services
    No Image Available

    Laura M. O’Connor

    Leave It To Laura, Inc.
    9149 S. Francisco Avenue Evergreen Park, Illinois 60805 United StatesWork Phone: 708-369-2254Work Fax: 708-425-2254
    No Image Available

    Leona O’Connor

    Fiscal Effects, LLC
    Stuart, Florida 34997 United StatesWork Phone: 646-408-9044Website: http://www.fiscalfx.com
    No Image Available

    Rosalind Odmark PDMM

    Roz Odmark Personal Daily Money Manager
    Certified CDMM 3632 Paseo Vista Famosa Rancho Santa Fe, California 92091 United StatesWork Phone: 858-759-2440Cell Phone: 858-775-2440
    Clients Served
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available

    Lyn Lyn Ohl

    Representative Payee Program CoordinatorArea II Agency on Aging
    1504 4th Street West P.O. Box 127 Roundup, Montana 59072 United StatesWork Phone: 406-323-1320Work Fax: 406-323-3859
    Clients Served
    • Military Personnel and Veterans
    • 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
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Rep Payee court appointed work
    • Works Remotely
    Photo of Ruth Okin MBA, DMM

    Ruth Okin MBA, DMM

    Secure Money Matters, LLC
    36 Amsden Street Arlington, Massachusetts 02474 United StatesWork Phone: 781-608-5609Cell Phone: 781-608-5609Business Established: June 18, 2013Website: http://www.securemoneymatters.com
    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
    • Debt reduction
    • Negotiating with creditors
    • Works Remotely
    No Image Available

    Ruth Okin

    Daily Money ManagerSecure Money Matters
    Arlington, Massachusetts 02474 USA , Alabama Cell Phone: 781-608-5609Work Phone: 7816461919View Advertisement

    Website: http://www.securemoneymatters.com
    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
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Works Remotely
    Photo of Kimberly Olson

    Kimberly Olson

    Owner – BookkeeperBack to Basics Money Matters, LLC
    325 W. Mountian St. PO Box 2262 Kernersville, North Carolina 27284 United StatesWork Phone: 336-918-8274Business Established: February 28, 2013Website: http://www.back2basicsmm.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Budgeting
    • Debt reduction
    • Financial coaching or counseling
    • Works Remotely
    Photo of Paul Orsinger

    Paul Orsinger

    Paul Orsinger, LLC
    PO Box 131 Cabin John, Maryland 20818-0131 United StatesWork Phone: 202-365-1932Business Established: October 20, 2003Website: http://www.paulorsinger.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • 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
    • Works Remotely
    Page 1Page 2
    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.