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.
Lauren joined Help Unlimited in 2014 after working for a non-profit which provided grants to over 50 charities. Prior to taking time off to be a full time mother to 3 children, Lauren was the Sr. Product Manager and Asst. Vice President of the largest bank in Arizona (at the time), where she was in charge of marketing for over 500,000 checking accounts and development of special programs targeted to senior citizens. She is a 1981 graduate of State University of NY at Albany. Lauren also volunteered at a local nursing home for 2 years.
Amanda and her husband, Chris, assumed ownership of Help Unlimited, Inc. in 2010 from Amanda’s mother, Roberta. Amanda has been a daily money manager since 2001 and has worked diligently on her clients’ behalf, learning the DMM trade directly from one of its pioneers– her mother Roberta Gosier. Amanda (aka “Mandy”) is particularly adept at prioritizing tasks and bringing order to the lives of overwhelmed individuals by defining a plan of action.
Amanda has worked with Help Unlimited since 2009. She specializes in creating order out of financial chaos: helping clients who struggle managing their finances create workable, orderly, and individualized plans that maximize and preserve their income and assets. Amanda has experience in the corporate, small business and non-profit sectors, including serving as the former Financial Director of the Cape Cod Museum of Natural History
Ed Peterman founded TrustEd Champions for Seniors, LLC after completing a 22-year federal career with the US Department of Agriculture. Although Ed’s federal career was extremely rewarding, he decided to follow a higher calling and establish a firm assisting seniors with critical life decisions based on sound research and the highest ethical principles. Ed works with seniors, caregivers, relatives, and other designated representatives in a calm, professional manner and it’s his goal to build solid, personal relationships with his clients.
Ed’s foundation for helping seniors was established in in his roots in rural Virginia as he assisted his grandparents and other elderly family members on the farm, church and in the larger community. After moving to Capitol Hill in 1996 he served as caregiver for several elderly friends who did not have relatives available to help them make sound, long-term health care decisions. Through those caregiving experiences he developed a deeper appreciation for the financial and emotional dangers that so many seniors experience due to not having an trusted advocate…or better yet, a champion to help them through the decision making processes.
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