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
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    Carol Cookson

    Peace of Mind Daily Money Management
    5576 SE Viewcrest Drive Milwaukie, Oregon 97267 United StatesWork Phone: 503-313-2913Website: http://www.pomdmm.com
    Photo of Karen Fabiano MPAff, NCG, COPF

    Karen Fabiano MPAff, NCG, COPF

    PresidentElderCare Resources/Avanti
    1991 Garden Avenue Eugene, Oregon 97403 Work Phone: 541-344-7712Business 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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    13342 SE Taggart Street Portland, Oregon 97236 Work Phone: 503-841-7704
    Photo of Rita Kuehnis

    Rita Kuehnis

    SDS Smart Daily Services, LLC
    9723 NW Engleman Street Portland, Oregon 97229 United StatesWork Phone: 503-851-2449Website: http://www.smartdailyservices.com
    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
    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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    Jan Scott

    Sapphire Daily Money Management
    13467 SW Laurmont Court Tigard, Oregon 97223 United StatesCell Phone: 971-294-9250
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    Lisa Smith

    PrincipalSelect Organization Services, LLC (SOS)
    3941 SW Mount Adams Drive Portland, Oregon 97239 United StatesWork Phone: 503-484-5008Website: 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/Advocate
    PO Box 1009 Winchester, Oregon 97495 United StatesWork Phone: 541-580-0015Work Fax: 541-672-8490Business Established: April 1, 2009
    Clients 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
    Photo of Amy Woods

    Amy Woods

    Bridge Financial Care
    304 NW Camp Ireland Street Hillsboro, Oregon 97124 Serving Portland AreaWork Phone: 503-913-5137Member Since: August 22, 2017
    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
    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
    Photo of Jen Zelen

    Jen Zelen

    OwnerWillamette Daily Money Management LLC
    2850 SW Cedar Hills Blvd #250 Beaverton, Oregon 97005 Cell Phone: 503-705-2285
    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
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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.