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.
Lee began his fiduciary services when a family member developed dementia. He subsequently spent over 12 years managing and organizing the finances of several other family members. Having seen the impact of the loss of a spouse or the inability of an individual to effectively manage their affairs, he is dedicated to giving individuals and family members the peace of mind that comes from knowing their daily finances will be handled in an honest, professional manner.
He started Alton Financial Management to provide the assistance needed for his clients to remain as independent as possible. Lee received his BS in Math from the Air Force Academy and his MBA from Webster College. He is a member of the Maricopa Elder Abuse Prevention Alliance and the Financial Fraud Prevention Committee. He sits on the board of two non profit organizations.
Ilene Amiel, Founder of Personal Affairs Administrator, Inc. is a Daily Money Manager, Certified Money Coach and Certified Divorce Financial Analyst.
She provides personalized support to her clients in the area of finances, insurance and income tax including:
– Financial organizing – including files, bills and other important documents
– Creation of Important Information Document including contacts and fiancials
– Estate administration – support for Executors and Attorneys
– Budgets – preparation and instruction on how to create a realistic Expense Budget
– Bill paying – setting up a bill paying system using on line or a manual system
– Insurance policy review and referral to trusted providers
– Income Tax Return prep support for your CPA
– Finance support for women going through divorce – including preparation of the Statement of Net Worth and Monthly Spending Budget
Ilene’s 25 year plus business experience as a Comptroller and Ad Manager along with her education at Boston University’s Questrom School of Business has provided her with the knowledge and to support her clients with all aspects of their financial lives.
As the owner of People Serving People, LLC my passion is to support those who need assistance with their finances. I have over 25 years experience in the finance world having worked in investments, budgeting, and financial reporting for various financial institutions. I feel this background, my education including an MBA in Finance, and real world experience position me well to serve my clients.
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.