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.
Lisa is passionate about helping people find peace in managing their day to day finances. She is a Ramsey Solutions Master Financial Coach and a member of the American Association of Daily Money Managers.
She has a bachelor degree in psychology, a master of social work, a license in clinical social work, and a master of business administration degree.
Lisa is married with two children and lives in Zionsville, IN. She is a member and volunteer at Traders Point Christian Church.
Beckie spent 25 years running a successful recycling business. Even though she helped run every aspect of the day to day business, she spent most of her time on the financial side of things. After selling the business, she wanted to continue to do what she does best and loves….organizing people financially. Beckie now does the bookkeeping, payroll, A/R, A/P, tax management, etc. for small businesses and daily money management for individuals and families.
111 E. 71st StreetIndianapolis, Indiana46220United StatesworkWork Phone:317-590-8723workEmail:INTERNETBusiness Established: January 1, 2016Business Established - Susan St. Angelo20160101000000Website:http://www.mytrustedpartnerllc.com
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
Bill payment services for individuals and families
Susan St. Angelo spent almost 20 years in the banking industry. Her experience included banking center management and Private Banking. Taking her professionalism, integrity and respect for the client’s needs, she started My Trusted Partner LLC. She has a proven track record of solving problems, timely financial assistance, connecting to her clients and providing a variety of services specific to her clients’ needs. Susan enjoys working on special projects. Most recently, she worked on researching credit card rewards programs, writing an endowment for a wealthy client, tracking credit card and checking account spending, and arranging travel-related plans for a client taking an extended cruise around the world.
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