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.
Cathy comes with over 30 years experience as a professional legal assistant – a role requiring meticulous and detailed organization of documentation and files. She has current personal experience looking after her aging parents who were overwhelmed with paperwork and financial management. Cathy is excited to use her skills and strengths to assist others facing the same challenges.
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.…
Jeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families with Daily Money Management – the management and coordination of personal, financial, legal and health insurance matters. He is responsible for running all facets of the business.
Jeremy has worked in public and corporate finance and accounting since 1998. The issues that arise for clients in Daily Money Management are varied and customized.
They range from advocating for seniors social security and healthcare matters and assisting with bill pay, to creating household employment of nannies and caregivers for families; from establishing financial goals leading to a path of financial freedom for young professionals, to preparing a personalized binder of important records and papers for anyone at any age to be ready for the unexpected. In all these instances, Jeremy draws on his earlier experiences in different fields and environments.…
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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