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 Mandy Green

    Mandy Green

    Daily Money ManagerPier Income Management
    Yukon, Oklahoma Work Phone: 405-586-0534Website: http://www.pierincomemanagement.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
    • Negotiating with creditors
    • Medical billing issues
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Tracey Hall PDMM

    Tracey Hall PDMM

    PrincipalAssistance a la Carte
    Certified PDMM 2710 S. Rockford Road Tulsa, Oklahoma 74114 United StatesWork Phone: 918-859-0654Member Since: August 6, 2012Business Established: July 8, 2008
    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
    • 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
    Photo of Kevin M O’Shaughnessy MBA

    Kevin M O’Shaughnessy MBA

    Money ManagerTulsa Money Manager LLC
    8814 S 90th E Ave Tulsa, Oklahoma 74133 USACell Phone: 918-855-8552Website: http://www.linkedin.com/in/kevinoshaughnessyTulsaMM
    Clients Served
    • Adult Children
    • 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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Works Remotely
    No Image Available

    Richard D Roberson EA, PDMM

    Rick’s Tax Service
    Certified PDMM 4321 SE 33rd Suite 502 Del City, Oklahoma 73115 United StatesWork Phone: (405)221-8023Work Fax: (888)415-8589Cell Phone: (405)208-2915Business Established: March 9, 2009Member Since: December 19, 2018Website: http://www.rickstax.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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Kimberly A. Williams MBA

    Kimberly A. Williams MBA

    Order Extraordinaire, LLC
    121 N. Country Club Road, #780 Muskogee, Oklahoma 74403 United StatesWork Phone: 918-913-9664Work Fax: 918-913-9665Cell Phone: 314-757-6125Website: http://www.orderextraordinaire.com
    Clients Served
    • 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
    • Budgeting
    • Debt reduction
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • 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.