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 Q R S T U V W Y Z
    Photo of Ms. Susan Campion MS, LADC, ICGC-II

    Ms. Susan Campion MS, LADC, ICGC-II

    PresidentCampion Cash Management
    Minneapolis, Minnesota 55423 USCell Phone: 612-267-7952Website: http://www.campioncashmanagement.com
    Clients Served
    • Adult Children
    • People with disabilities, chronic illness, including mental illness
    Services Provided
    • Bill payment services for individuals and families
    • Budgeting
    • Debt reduction
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Works Remotely
    Photo of Carole S. Evenchik ChFC

    Carole S. Evenchik ChFC

    Chartered Financial Consultant l FiduciaryEvenChecks & Balances, LLC
    PO Box 8087 Saint Paul, Minnesota 55108-0087 United StatesWork Phone: 651-308-8555Work Fax: 866-876-4271Website: http://www.ecbmm.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Susan G. Goderstad

    PresidentFiscally Secure, LLC
    13354 Huntington Circle Apple Valley, Minnesota 55124 USCell Phone: 612-916-2640Business Established: November 13, 2013Website: http://fiscallysecure.com
    Clients Served
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • 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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Rep Payee court appointed work
    • Works Remotely
    Photo of Marcy Harris

    Marcy Harris

    PresidentSisters United Management & Consulting Services GBC
    P.O. Box 44396 Eden Prairie, Minnesota 55344-9712 United StatesWork Phone: 612-865-6175
    Clients Served
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Negotiating with creditors
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Amy Lebeck MSFP

    Amy Lebeck MSFP

    FounderTaskmasters
    Sartell, Minnesota 56377 United StatesCell Phone: 3204433555Business Established: September 1, 2017Website: https://www.taskmastersfpa.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • 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

    Deanna Lindquist

    Everyday Life Management, LLC
    Zimmerman, Minnesota 55398 Work Phone: 763-772-7143Website: http://everydaylifemanagement.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • 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
    • Medical billing issues
    No Image Available

    Julie Mart CPA

    Personal Accounting Services
    2909 Hazel Lane Minnetonka, Minnesota 55305 United StatesMember Since: August 8, 2015Business Established: May 1, 2015Website: http://www.personalaccountservices.com
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • 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
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Caroline Partoll

    The Alencon Group
    PO Box 41997 Plymouth, Minnesota 55441 Cell Phone: 612-759-0300
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Non-profit Organizations
    • 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
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Lori Reif

    PresidentLR Services, LLC
    PO Box 22201 Saint Paul, Minnesota 55122 Work Phone: 651.683.0898Website: https:/LRservices.net
    Clients Served
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    No Image Available
    Belle Plaine, Minnesota 56011 USA , Minnesota Cell Phone: 9528438792Business Established: February 1, 2017
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Facilitation of household payroll
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    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.