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.
In 2005, Elizabeth Zeldes founded CPA for Seniors (previously called Senior Advisory Services PLLC) in order to serve older adults through daily money management, fiduciary accounting, tax services, and advocacy. She has spoken at national conferences of the American Association of Daily Money Managers and American Society on Aging, as well as Michigan Elder Law Institute of Continuing Legal Education, Grand Valley State University Art & Science of Aging Conference, WZZM 13 TV and numerous community groups. Elizabeth is currently an Ambassador for the American Association of Daily Money Managers and received the Call to Justice Award in 2018 from Elder Law of Michigan. Originally from Tennessee, Elizabeth graduated as valedictorian of the Haslam College of Business at the University of Tennessee with a B.S. in Accounting and is a Certified Public Accountant and Professional Daily Money Manager. She currently resides in Salt Lake City, UT.
With 18 years’ experience in bookkeeping, payrolls and financial consulting to small and medium businesses in the Portland metro area, I have also helped business owners and their families with personal financial issues and questions. I have also helped protect my aging father from financial abuses over recent years and gained a perspective into aging and the risks to one’s assets that can arise with illness. I have owned and operated my business bookkeeping business since 2010, and it made sense to expand into daily money management as I see a true need around me.
I am ready to assist a broad span of clients-
Busy families with varied accounts, assets. and financial goals to balance with work, children and their activities
Older clients who can retain independence if they just have some help staying organized with their finances
Professionals who are simply to busy to monitor their accounts or keep track of financial documents for tax preparation and other needs.…
I became a daily money manager after a loving and meaningful experience my mother and I shared caring for the matriarch of our family. When my grandmother became a widow and grew older, less mobile, and could no longer manage her household obligations on her own, I thought how fortunate my grandmother was to have her family available to her and living in close proximity. Soon realizing not everyone has access to loved ones as a resource, I became motivated to make a difference by helping where there was a need. Assurance Family Partners was launched to fulfill a passion for serving others by leveraging decades of experience as a detailed finance executive, along with the interest and enjoyment I’ve found in managing my own finances since my first job as a teenager. In business to help those who no longer wish to or no longer can keep their own personal finances on track and under control, we work throughout Boston, the northern, southern, and western suburbs.…
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