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.
Ferri F. Erickson, MHA, Certified Senior Advisor (CSA)® has thirty years of experience in managing operations of health care facilities and senior livingcommunities.
Fiscal Fitness Resources combines Ferri’s years of experience and skills in business managementand financial oversight with her love of service to older adults.Ferri is continuously involved in activities that help create enduring,compassionate and respectful communities for older adults.
Ferri holds a Masters in Health Services Administration from the University of Southern California, and a BS in Biology from Mount Saint Mary’s University in Los Angeles ; and is a Certified Senior Adviser (CSA).
Daily Money Solutions: three areas of focus a. Bookkeeping for small businesses b. Daily Money Management for seniors or busy professionals c. Fiduciary services – which means I can act in the Trustee capacity, or otherwise am responsible for financial transactions
Bookkeeping – I use Quick Books, most businesses are familiar with that program. I will do your books in my office or yours, it doesn’t matter to me. Payroll services are also available.
Daily Money Management – any individual that needs to keep track of income or expenses for any reason; i.e. tax purposes, or any individual that needs help paying bills, staying on top of the mail, reading EOBs and understanding them.
Usually I go to their home, but occasionally work remotely
I am old enough to know how to do things the old fashioned way (write checks), reconcile a checkbook by hand; and savvy enough to allow technology help when appropriate
Trust is a huge part of what I do, you have to trust me and I have to trust you, without that there is nothing that goes right
Fiduciary Services – in these situations, I step into the financial trustee role. …
The Wall Group, LLC was established in Connecticut in 2003 serving personal and small business clients across the country. The company moved to Denver, CO in 2013 while continuing to service existing clients in the northeast as well as adding clients in the western part of the United States and new clients in the Northeast. The owner, Rebecca Harvey, is a seasoned financial manager having worked in Wall Street investment banks in New York City for 12 years before establishing The Wall Group.
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