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.
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Carol Cookson
Peace of Mind Daily Money Management
1991 Garden Avenue Eugene, Oregon 97403 Work Phone: 541-344-7712Email: Business Established: December 26, 1992Website: http://eldercare-eugene.com
Clients Served
- Adult Children
- 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
- Fiduciary services - including POA, Trustee
- Assisting family members or other professional who are named as fiduciaries
- Rep Payee court appointed work
- Facilitation of household payroll
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Rita Kuehnis
SDS Smart Daily Services, LLCClients 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
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
- Works Remotely
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3941 SW Mount Adams Drive Portland, Oregon 97239 United StatesWork Phone: 503-484-5008Email: Website: http://www.lisasmithpdx.com
Clients Served
- Adult Children
- Busy Professionals
- Seniors and Older Adults
Services Provided
- Bill payment services for individuals and families
- Financial record management
- Medical billing issues
- Fiduciary services - including POA, Trustee
- 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
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CarolLyn Williams
Daily Money Manager/AdvocateClients Served
- Adult Children
- 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
Services Provided
- Bill payment services for individuals and families
- Financial record management
- Negotiating with creditors
- Medical billing issues
- Fiduciary services - including POA, Trustee
- Assisting family members or other professional who are named as fiduciaries
- Rep Payee court appointed work
- Tracking donations made to non-profits and gifts made to individuals
- Works Remotely
Amy Woods
Bridge Financial CareClients 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
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 fraud issues
- Facilitation of household payroll
- Tracking donations made to non-profits and gifts made to individuals
- Works Remotely
Clients Served
- Busy Professionals
- High Net Worth Individuals and Families
- Military Personnel and Veterans
- 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
- 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