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.
I have ten years experience as a Consultant in the Forensic & Litigation Departments of Deloitte & Touche and KPMG in New York City. I also have ten years experience as a small business owner. I graduated from Pepperdine University with a Bachelor of Science in Business Administration.
My professional organizing company, clutter|phobe, organically trended toward paper organizing – bills, tax records, health records, etc. Daily Money Management became a natural extension of that business.
In addition to being a member of AADMM, I am also a member of AADMM-Greater New York Chapter, NAPO, NAPO-Connecticut Chapter, and the Wilton Chamber of Commerce.
Why Hire Me
When you work with me, you can expect compassion, respect and strict confidentiality. I am a trusted professional offering integrity and reliability. I treat my client’s financial matters as if they were my own. Your privacy is important and complete discretion is guaranteed.
I have over 20 years of bookkeeping experience. I offer a high level of compassionate daily money management to seniors and to those who are unable or who are too busy to manage their own daily financial matters. I provide as much or as little assistance as needed to keep bills and bank balances current as well as any necessary contact with accountants and any family members that are directly involved with the client’s financial affairs.
I specialize in bill paying, creating and maintaining filing systems, organizing information for tax purposes and being a liaison with accountants, attorneys and financial advisors.
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.