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.
Beth Wagner received her MBA in Finance from LaSalle University and holds a Bachelor’s degree in Accounting from University of Scranton. She has earned a Certificate in Gerontology from Norwalk Community College that included an internship at SWCAA (Southwestern CT Agency on Aging). She has over 25 years experience in corporate finance with expertise in financial analysis, budget management and process improvements.
Beth is a trusted advisor with a reputation for being organized, perceptive and responsive to client’s needs. She has recently moved to Delaware from Connecticut and still works with some CT clients while working remotely.
While in CT, she has served as the Chairman of the Commission on Aging for the Town of Redding, an AARP tax-aide in Bethel, CT during tax season and has been active in local organizations including Elder House in Norwalk, CT and Regional Hospice in Danbury, CT. She also served as Treasurer for both the RLGA (Ridgefield Ladies Golf Association) and the Fairfield Network of Executive Women. …
Meadowlark Financial Care, LLC is dedicated to helping individuals, families and small businesses master their financial management responsibilities by providing customized solutions specifically crafted for each client in a professional, confidential and caring manner.
Whether you need help with daily money management, fiduciary, or tax matters, we have you covered.
Honesty and integrity are important to us. The clients we choose to work with are aligned with our commitment to provide a meaningful, supportive service that allows us to use our talents of organizational skills and personal finance knowledge, combined with a passion for precision. This leads to building long-lasting partnerships with our clients.
LMW Personal Financial Services develops a personalized plan to bring order to your financial affairs. We take the stress out of handling day to day financial matters and give you the freedom to pursue other interests. Whether you are a retiree, busy professional, or busy family, we can handle your daily financial matters so that you can focus on what you enjoy. Leave the details to us. We bring extensive experience and professionalism to manage your finances taking your individual needs and concerns into account. Lolly Ward has been a Certified Public Accountant for over 25 years with experience as an auditor, corporate controller, business consultant, and Treasurer for various non-profits.
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.