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 received his BS in Math from the Air Force Academy and his MBA from Webster College. He retired from the Air Force having served as a Fighter Pilot and Commander/Director of several large and complex organizations which included developing and implementing their budgets. Lee recently finished 5 1/2 years as the Director of Operations of a highly successful nonprofit organization where he managed and implemented all administrative and personnel policies. …
As an employee and independent contractor with Crown Financial Ministries, I have had over 26 years of experience helping hundreds of individuals and couples with their personal finances and with their walk with the Lord.
My bachelor’s degree in Chemical Engineering from Virginia Tech sharpened my analytical skills. I am a good listener, trainer and mentor. I am also very detail-oriented and a perfectionist. All of these skills have proven invaluable in my work as a money manager.
My basic services include paying my clients bills for them, helping them to create a realistic spending plan, teaching them how to live within their income, helping them to get out of debt quickly and helping them to save for future expenses and purchases.
We provide daily money management services to high net worth individuals and families across the country from our office in Tempe, AZ. We’ll track spending using Quicken, pay bills using online banking, and let you enjoy your free time. We work with your accountants, financial advisors, insurance agents, and others to coordinate your financial needs.
Specialties: Understands the inner workings of banking, credit, and record retention. Recognized consistently for organized and efficient methods. Experienced and knowledgeable in tax accounting, estate planning, and financial planning. An invaluable member of your team of financial experts.
Professional Activities: 2016 AADMM Conference Chair; 2014-2015 AADMM Conference Committee Member: AADMM Atlanta Chapter Founding Member
Company Description: Our partnership office is in Phoenix, AZ, and we support clients throughout Arizona specializing in Busy Professionals, Seniors and Disabled Clients.
Company Mission or Personal Statement of Values: We are 2 professional women who are committed to assisting the Community who would benefit from guidance or complete Daily Money Management. This means encouraging them to have the proper documents, financial information and overall plan. We will help Client’s build their organization skills so they can maintain if they would like on their own, or work together to create their documents.…
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