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 R S T U V W Y Z
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    Lisa Burdge

    Carrick Consulting, LLC
    2434 Hudson Road PMB 171 Greer, South Carolina 29650 Work Phone: 864-979-5787
    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
    • Fiduciary services - including POA, Trustee
    • 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
    Photo of Amy Carrick MBA, PDMM, CSA

    Amy Carrick MBA, PDMM, CSA

    OwnerCarrick Consulting, LLC
    Certified PDMM 2434 Hudson Road, PMB 171 Greer, South Carolina 29650 United StatesWork Phone: 864-915-5505Work Fax: 864-349-2153Website: http://www.carrickconsulting.com
    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
    • 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
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Roxanne Cheney

    Roxanne Cheney

    Colonel, USMC (Ret)Roxanne Cheney, LLC
    201 Cottage Farm Drive Beaufort, South Carolina 29902 United StatesWork Phone: 843-252-1118Website: http://www.RoxanneOrganizes.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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Tracking donations made to non-profits and gifts made to individuals
    No Image Available
    412 C. Pettigru Street Suite 100 Greenville, South Carolina 29601 Work Phone: 864-412-4088
    Photo of Joseph Hunt

    Joseph Hunt

    JSE Hunt and Associates
    2985 Chapman Circle Rock Hill, South Carolina 29732 United StatesWork Phone: 803-980-4868Website: http://www.jsehunt.com
    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
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Dale Lyles

    IKOR of the Western Carolinas
    610 Latimer Drive Boiling Springs, South Carolina 29316 United StatesWork Phone: 864-909-3758Work Fax: 866-945-9389Website: http://www.ikorglobal.com
    No Image Available

    Sylvia B. Mesaros

    The Alliances
    1205 N. Fant Street Andersen, South Carolina 29621 United StatesWork Phone: 864-401-8115Website: http://www.thealliances.net
    No Image Available
    3710 Landmark Drive Suite 109 Columbia, South Carolina 29204
    No Image Available

    Amanda Pascale

    ACP Financial Care, LLC
    PO Box 50053 Myrtle Beach, South Carolina 29579 United StatesWork Phone: 843-903-3975Website: http://www.acpfinancialcare.com
    No Image Available

    Lynne Peterson

    Bellavissa, LLC
    1533 Sweet Myrtle Circle Mount Pleasant, South Carolina 29466 United StatesWork Phone: 410-218-4034Website: http://bellavissadmm.com
    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
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