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 am Certified Professional Daily Money Manager, assisting high-net worth families and small businesses with outsourced CFO services in the Tampa Bay & Atlanta markets. As a licensed Florida Real Estate Sales Associate & Consultant, I work with individuals and investors helping them achieve the best investment for their real estate portfolio across the State of Florida.
A Pinellas County native, I’m very active in my hometown of Tarpon Springs, FL. I have served on the Historical Preservation Board & Budget Advisory Committee for the City of Tarpon Springs. I am an active member in the Tarpon Springs Rotary Club, Rotary Youth Trust Fund (Treasurer), Tarpon Springs Yacht Club Board of Directors & Treasurer, Knights of Columbus, Florida Hospital North Pinellas – Capital Campaign Committee, Past Board Member – Boys & Girls Club of Tarpon Springs, Eagle Scout – Troop 48 (2001), & Leadership Pinellas Class of 2015. On March 12, 2013 I was elected to Seat 4 on the Tarpon Springs City Commission, and re-elected unopposed for a second term in 2016.…
4332 SE Hopetown TerStuart, Florida34997workCell Phone:772-218-0640cellEmail:INTERNETBusiness Established: January 31, 2017Business Established - Diana Jean Bowers PMP20170131000000Website:http://www.nextindicatedthing.com
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
While I’ve always been a bit of a financial nerd, my interest in Financial Coaching and Money Management started in 2008 when I took Financial Peace University. I already had my Bachelors in Finance and my MBA, but knew something was missing. What was missing was the freedom that comes from managing my money well. I’ve since completed Dave Ramsey’s Financial Coaching program and led many FPU classes. I believe that healthy money comes from controlling your money by living on less than you make, building wealth and giving. After assisting my elderly father-in-law and my mother with their daily financial needs, I realized that my true passion was in Daily Money Management, especially for seniors and those in life transition. I can help you reduce your financial stress, organize your financial life and help you start building healthier habits for your money or teach you how to do this for yourself
My name is Deborah Campbell. My passion to transform people’s personal and professional lives from chaotic disarray to an orderly and tranquil environment, motivated me to create and launch DC & Company, LLC.
Through DC & Company, LLC, I design and implement innovative and efficient systems to free up my clients’ time and give them peace of mind. Financial services include, but are not limited to: bill pay, mail and filing, reconciling accounts, reviewing insurance, fraud watch, financial coaching, payroll, budgeting and preparing reports for taxes.
Jessi Castellon is a compassionate, dedicated individual with exceptional organizational skills. She comes to your home or office, giving you the individualized attention that inspires peace of mind and can also work remotely. She addresses a continuum of financial needs for personal and small businesses including keeping track of all financial papers, maintaining organization of all bank accounts and records, pays bills, balance checkbooks, organize tax documents, prepare and deliver bank deposits, keep in touch with your other professional advisers and getting them paperwork or information they need, will go through bills to check for any errors and call to get discounts as well as general organization assistance.
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.