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 Kip Campbell MBA

    Kip Campbell MBA

    Campbell Personal Business Services
    211 Lauderdale Rd Nashville, Tennessee 37205 Business Established: March 1, 2018Website: http://www.countoncampbell.com
    Clients Served
    • 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
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    Photo of Melissa B Cothran CPA
    201 Franklin Road Brentwood, Tennessee 37027 United StatesWork Phone: 615-309-2216Work Fax: 615-309-2516Member Since: August 11, 2017Business Established: August 1, 2017Website: https://www.lbmc.com/services/daily-money-manager
    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
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Richard Dirks

    Richard Dirks

    OwnerDirks Financial Coaching
    3474 Mahlon Moore Road Spring Hill, Tennessee 37174 United StatesWork Phone: 931-486-4186Website: http://www.facebook.com/DirksFC
    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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Beth Ellis

    Beth Ellis

    Servant’s Heart
    Serving local or remote clients virtually online through Zoom conference Jackson, Tennessee 38301 Work Phone: 731-697-1440Business Established: March 24, 2018Website: https://servantsheartbookkeeping.com/Blog: https://www.linkedin.com/in/beth-ellis-servants-heart/
    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
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Mr. Steven R. Howell

    Mr. Steven R. Howell

    Chief ManagerAssurance Money Management, LLC
    PO Box 744 Signal Mountain, Tennessee 37377 United States of AmericaCell Phone: 5408189288Work Phone: 4235212624Business Established: August 1, 2017Website: http://www.assurancemoneymanagement.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
    • 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
    • Works Remotely
    Photo of Briana Mullenax
    LBMC 201 Franklin Road Brentwood, Tennessee 37027 United StatesWork Phone: 615-309-2251Work Fax: 615-309-2251Member Since: August 11, 2017Business Established: August 1, 2017Website: https://www.lbmc.com/services/daily-money-managerWebsite: http://www.lbmc.com
    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
    • 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
    • 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
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Hirsch Serman MBA, CPA

    Hirsch Serman MBA, CPA

    FounderLifecycle FinancialIndividual and Family Financial Wellness
    Chicago, IL 312-985-6648 Memphis, TN 901-275-8272 , Illinois 60062 Memphis, Tennessee 38120 Cell Phone: 440-666-4524Website: http://www.lifecycle.financial
    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
    • 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
    • Works Remotely
    No Image Available

    Jennifer Sharp

    Financial OfficerElderCare Consultants, LLC
    P.O. Box 771566 Memphis, Tennessee 38177-1566 United StatesWork Phone: 901-680-0151Cell Phone: 901-246-7579Business Established: January 1, 2000Website: http://eldercarememphis@aol.com
    Clients Served
    • Busy Professionals
    • 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
    • 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
    Photo of Jacqueline Weiss

    Jacqueline Weiss

    LBMC, PCFamily Office
    Certified PDMM 201 Franklin Road Brentwood, Tennessee 37027 United StatesWork Phone: 615-309-2459Member Since: August 11, 2017
    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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Notary services
    • Facilitation of household payroll
    • 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.