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.
Julie Ragland, MBA, spent a corporate career as a technology specialist, a human resource expert and an office administration efficiency specialist. On the home front, she managed the financial side of her husband’s business, while raising two children and working two part-time jobs. She quickly learned that the financial side of her life needed to be streamlined if she was going to have any time to enjoy her family. So, she successfully implemented both high-tech and low-tech solutions to her financial life. She realized that many other people could benefit from what she learned, so she started Office and Financial Tranquility, LLC. She loves helping people clean up their offices and offload their financial duties to give them more time to do what they love most.
Julie holds a Bachelor’s of Science with a Math Major from Bucknell University, and an MBA from the University of Pennsylvania’s Wharton School of Business.…
After 30+ years of taking care of my family, handling my incapacitated mother-in-law’s financial, health care and day-to-day needs and the administration, tax & operational aspects of our family-owned business, it was a logical transition to become a Daily Money Manager and help manage the financial and medical paperwork of those overwhelmed by the demands of daily life. Having experienced first-hand how my parents and in-laws struggled to cope during their later years, I learned just how critical it was for them to have a compassionate, competent and trustworthy individual looking out for their best interests.
My professional background features a successful management career in banking and as a paralegal at one of the area’s most highly-respected law firms. I also have fashioned a formidable public service record, spending many years on the Board (and VP) of the Court Appointed Special Advocates of Montgomery County, a not-for-profit organization that advocates for abused and neglected children. …
Laura started her business 16 years ago and continues to be passionate about helping people put their financial household in order. She works with the retirement community as well as busy individuals who need assistance with organizing and maintaining their finances. Her services are tailored to each individual and focuses primarily on bill pay, budgeting, organization of financial documents, power of attorney, estate settlement and retirement issues.
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.
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