Leadership Information
The AADMM leadership is a team of dedicated professionals each directly involved in the growth, services, education and adherence to the ethical standards for DMMs, their clients and the profession.
Sharon Zissman
President
Sharon Zissman formerly served as an attorney at the FDIC in Washington DC. She currently serves as the Director of Business Development and Client Relations at Everyday Money Management, an 18-member firm based in Rockville Maryland. She has served as a DMM since 2015, is certified, and works with seniors and high net worth busy professionals. As a member of AADMM, she served on the Public Relations Committee, the Board Assessment Task Force, the Annual Conference Committee, the Education Committee and now chairs the Governance Committee. She is also the Regional Coordinator for the Maryland/DC Regional Group. She has served on the Boards of several community organizations and has taught financial literacy. She lives in Bethesda with her husband and enjoys tennis, pickleball, golf, traveling, meeting with her book club, and spending time with her growing family.
Susie Marbury
Past President
Susie Marbury, CDMM, the founder and owner of Checks & Balances for You, has had a varied career. In addition to working for over 30 years as a computer professional, she has also owned her own businesses and kept the books for her companies, as well as for others. In 2013 Susie reinvented herself once again and started her daily money management business. Susie was certified as a CDMM (formerly known as PDMM) in August 2017. A member of AADMM since 2013, she initiated the association’s virtual group, has served on various committees, and has been a board member since 2020. Her active engagement with AADMM has benefitted her business and her life and is part of her ongoing commitment to excellence.
Terri Echarte
Board Member
Terri is the founder and owner of Terri K. Echarte Consulting, LLC and has more than 30 years of experience in business, real estate finance, banking and client relations. She has held SVP and managing director positions at Bank of America and HFF (now JLL) in commercial real estate lending and investment banking, arranging debt on behalf of private, corporate, and institutional owners and sponsors of large commercial real estate projects. Terri was also a SVP and private banker, serving high net worth clients, individuals, and families, and has experience managing complex financial relationships in her role as a fiduciary. She has extensive experience working in a regulated environment and dealing with compliance activities.
Giving back to the community is an important initiative for Terri. She is a co-founder of 100+ Women Who Care – Miami Beach Chapter and a former co-founder of 100+ Women Who Care Miami Chapter. These giving circles raise money to bestow grants to local non-profits providing much needed programs and services throughout Miami Dade County.
Jacqueline Weiss
Board Member
Katherine Gudgel
Vice President
Katie is founder and owner of Gudgel Professional Services (GPS), located in the Phoenix metro area of Arizona. She is also an Enrolled Agent, specializing in seniors and trusts. Enrolled Agents (EAs) can represent taxpayers before all administrative levels of the Internal Revenue Service. Since many taxpayers have difficulties just collecting all of their necessary tax documents, Katie joined AADMM in 2015 and expanded the services GPS offers to include Daily Money Management.
Marcia L. Turner
Secretary/Treasurer
Marcia L. Turner has provided daily money management services in the Shoreline and New Haven area of Connecticut since 1997. In 2019 she moved her company and family to Lake County Florida and continues to work both remotely and in person with clients. Prior to starting Your Everyday Assistants LLC, she was employed in banking for over 20 years. While in banking her primary focus was in branch management and special project management.
Barb Irvin
Board Member
Barb founded Nimble Numbers in 2020 after helping several friends and family with their daily money management tasks. Barb earned an MBA from the University of Texas at Austin and a PhD in Environmental Studies at UW-Madison She has an extensive work history in finance and administration for small companies, non-profit organizations, state government and the University of Wisconsin. She has also served on many types of boards including several non-profit organizations, a community center, a grocery co-op, a women’s entrepreneurs’ group and two rowing clubs. This varied background provides a breadth of experience to draw upon to help solve the puzzles in her clients’ financial lives. When not solving puzzles, Barb's interests are cycling, travel and visiting with friends near and far.
Mary Pradhan
Board Member
Mary Pradhan, CDMM®, is the founder and owner of Daily Matters Organizing. With a robust 30-year career in the Information Technology sector, Mary has extensive experience in both industry and consulting and specialized in providing management consulting and services for large-scale system integrations in human resources, benefits, and payroll areas. In 2010, a series of family losses revealed Mary’s true calling: helping people achieve peace of mind by organizing and managing their financial lives. This led to the creation of Daily Matters Organizing. Mary joined AADMM in 2015 and earned her certification in 2021. She has been actively involved in AADMM, serving nationally as the chair of the Membership Committee and as a former Regional Group Council leader, and locally as past president of the AADMM Atlanta Chapter. In her free time, Mary enjoys exploring new cultures through international travel, reading, and keeping her two dogs entertained.
Christopher Glaeser
Board Member
Chris Glaeser is founder of Activ Trust Management in South Pasadena, California which provides Daily Money Management services for trusts and seniors. Chris joined AADMM in 2017 and received his CDMM in 2018. He was a member of the Accreditation Certification Committee and is a member of the Southern California Regional Group and a participant in the mentoring program.
Chris is also a CA Licensed Professional Fiduciary acting as a conservator, trustee and Power of Attorney for clients. He holds a Bachelor of Science in Civil Engineering degree and a Master of Business Administration degree.