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.…
My goal is to serve my community by providing personal financial management and bookkeeping services to individuals and small businesses. I especially enjoy working with the elderly assisting them and their families maintain an independent lifestyle. The comfort of knowing that your loved one’s affairs are being handled by a professional and trustworthy person is a service I would like to provide for your peace of mind. I have always maintained high quality in my own personal finances as well as the bookkeeper for our family business since 2003. As a Registered Nurse I am also available as a health care advocate and have experience with QuickBooks and Auto Title Transfers.
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.