AADMM
   
American Association of Daily Money Managers

DMM Directory

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.

    A B C D E F G H I J K L M N O P R S T U V W Y Z
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    Sharon Gall

    My Billing Advocate
    260 S 1st Street Suite 6 Zionsville, Indiana 46077 United StatesWork Phone: 317-344-0401Work Fax: 317-222-1139Website: http://www.mybillingadvocate.com
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Lisa Kellum LCSW, MBA

    Lisa Kellum LCSW, MBA

    Owner & Personal Financial AdvocateFinancial Wellness Advocates, LLC
    4000 W 106th St, Ste 125-202 Carmel, Indiana 46032 United StatesWork Phone: 317-732-7702Cell Phone: 317-491-4511Member Since: August 19, 2017Website: https://financialwellness4you.com/
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Rebecca Kettelkamp, QuickBooks ProAdvisor

    Rebecca Kettelkamp, QuickBooks ProAdvisor

    Bookkeeper/Money ManagerOffice Connection LLC
    3285 Treviso Cove Fort Wayne, Indiana 46814 Cell Phone: 260-438-0117
    Clients Served
    • Adult Children
    • Busy Professionals
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Carrie Poling CPA

    Brightside Financial Care, LLC
    12575 Wolford Dr. Fishers, Indiana 46038 United StatesWork Phone: 317-902-4682Website: http://www.brightsidefinancialcare.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Paul Sandock

    Daily Money Managers of Indiana, LLC
    PO Box 1086 Carmel, Indiana 46033 United StatesWork Phone: 317-581-1000Member Since: October 1, 1012Website: http://www.dailymmi.com
    Photo of Susan St. Angelo

    Susan St. Angelo

    My Trusted Partner, LLC
    111 E. 71st Street Indianapolis, Indiana 46220 United StatesWork Phone: 317-590-8723Business Established: January 1, 2016Website: http://www.mytrustedpartnerllc.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Financial coaching or counseling
    • Works Remotely
    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.