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.
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.
Oro Valley, on the north side of Tucson, has been Mary Kay’s home for 25 years. Upon graduation from the University of Missouri-Columbia, Mary Kay launched her management career in the hospitality industry which proved a perfect blend of accounting skills with hospitality and guest services. This suited her personality. As a result of her money management skills, her family members all turned to her for assistance with their financial questions which included experience in assisting her aging parents and her disabled brother with their unique circumstances. She has also been the business manager for a small family owned restaurant business. As a Daily Money Manager, Mary Kay will use her varied background in hospitality, problem solving and accounting functions to provide clarity, accuracy and competency to your personal affairs.
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: 2019 – AADMM Board Member (2 year term); 2018 – AADMM AZ Regional Group Founding Member and Coordinator; 2015 – 2016 – AADMM Conference Chair; 2013-2015 – AADMM Conference Committee Member; 2012 – 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.…
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.