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 R S T U V W Y Z
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    Cathy O’Brien

    Jugel Daily Affairs Management, LLC
    4611 Village Green Drive Roswell, Georgia 30075 United StatesWork Phone: 478-335-9467Website: http://www.jugelmgmt.com
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    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
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    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
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    Leona O’Connor

    Fiscal Effects, LLC
    Stuart, Florida 34997 United StatesWork Phone: 646-408-9044Website: http://www.fiscalfx.com
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    Rosalind Odmark PDMM

    Roz Odmark Personal Daily Money Manager
    Certified PDMM 3632 Paseo Vista Famosa Rancho Santa Fe, California 92091 United StatesWork Phone: 858-759-2440Cell Phone: 858-775-2440
    Clients Served
    • Busy Professionals
    • 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
    Photo of Ruth Okin MBA, DMM

    Ruth Okin MBA, DMM

    Secure Money Matters, LLC
    36 Amsden Street Arlington, Massachusetts 02474 United StatesWork Phone: 781-646-1919Business Established: June 18, 2013Website: http://www.securemoneymatters.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • 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
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    7816085609 Ruth Okin MBA, DMM

    Daily Money ManagerSecure Money Matters, LLC
    36 Amsden St Arlington, Massachusetts 02474 United StatesCell Phone: 781-608-5609Website: 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
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kimberly Olson

    Kimberly Olson

    Owner – BookkeeperBack to Basics Money Matters, LLC
    931-B South Main St., Ste 231 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
    Photo of Lisa P. Orso CSA

    Lisa P. Orso CSA

    Certified Senior Advisor®ElderHand, LLC
    61 Phipps Road Portland, Maine 04102 United StatesWork Phone: 207-831-8816Work Fax: 207-772-1775Website: http://www.elderhandllc.com
    Clients Served
    • Adult Children
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
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    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.