Leadership – Meet the Board
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.
Leah Nichaman has been a DMM for 10 years, having established her company, Everyday Money Management, in 2006. She and her team serve seniors and people with disabilities in the metropolitan Washington, DC area. Ms. Nichaman’s background is in management consulting, non-profit management, and health survey research. Ms. Nichaman is a graduate of Brown University and is a member of the Advisory Committees of the Representative Payee and Money Monitors programs in Montgomery County, Maryland.
Lewis Knopf created LK Daily Money Management following a successful career in business and technology. He is a skilled manager, financial systems specialist, problem solver and negotiator. But most important, he believes, are his people skills: Lewis knows how to find common ground between conflicting viewpoints and how to help people manage change in their lives and environments.
Alison Salisbury, Founder of Fiscally Fit, Inc., in Los Altos, CA provides Daily Money Management services for seniors, busy individuals and high net worth families. She and her team specialize in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems. Alison joined AADMM in 2008, earned her certification as a PDMM in 2011, and currently serves on the Executive Committee on the AADMM Board of Directors.
Robyn Young joined AADMM in 2005, the same year she founded her daily money management business, Money Care, LLC. She received certification as a Professional Daily Money Manager in 2009, and has served on several AADMM committees. Robyn is a solo-practitioner with a client base comprised both of seniors and busy professionals.
Immediate Past President
Courtney Smith is a certified Professional Daily Money Manager (PDMM) and a National Certified Guardian (NCG) with over 14 years of experience. Courtney is the President of Lotus Fiduciary Services and is the current President of AADMM. Courtney’s mission is to provide responsive and efficient fiduciary and daily money management services while supporting families and other professionals as they fulfill their duties and responsibilities.
Board Member, Education and Certification Program Area Leader
Jackie Bell has been a DMM since 2006 and a PDMM since 2010. Her background is in finance and accounting. She has a CPA license in New York and an MBA through the William E. Simon Graduate School of Business at the University of Rochester. Jackie specializes in serving seniors and veterans, including fiduciary and tax services.
Clare is a Financial Literacy Instructor, Social Scientist and Money Behaviorist conducting independent research in small business, entrepreneurship, behavioral psychology, and social sciences. Her research focuses on attitudes toward money and practices around money decisions and money behaviors through Financial Therapy.
Board Member, Public Awareness Program Area Leader
Caitlin Hall, MBA, PDMM founded her Daily Money Management company, Organize My Life, Inc. in 2004. She earned her Professional Daily Money Manager certification in 2009. Caitlin has worked on various committees within AADMM, including founding the Florida regional group, and joined the board in 2014. She primarily works with high net worth individuals, families and busy professionals. She comes from a finance background having previously worked as a financial advisor where she held Series 7, life insurance and long term care insurance licenses.
Amie Hyman is the president and owner of Heartfelt Solutions for Seniors, Inc., which provides geriatric care management, assistance with daily household finances and fiduciary services to seniors in the Chicagoland area. Amie received her Master’s degree in social work from the University of Chicago and worked with human service agencies for more than 25 years in administrative, business, fiscal management and direct service capacities for both children and adults. She is also the coordinator of the Illinois regional AADMM group.
Board Member, Public Awareness Program Area Leader
Sheri L. Samotin, PDMM, CLPF is the founder of LifeBridge Solutions, LLC. She is a certified professional daily money manager and a California licensed professional fiduciary. Sheri is the author of Facing the Finish: A Road Map for Aging Parents and Adult Children and serves on the Board of AADMM as well as on the Board of OPICA, a Los Angeles-based adult day program and counseling center. Sheri is a frequent speaker to national audiences on topics related to her areas of expertise.
Gideon Y. Schein
Gideon Y. Schein has worked as a financial organizer and Daily Money Manager for seniors since 1998. Fifteen years, together with Rebecca Eddy, he founded Eddy & Schein In-Home Administrator for Seniors, dedicated to the management and coordination of the personal, financial, legal and health Insurance affairs of Seniors. Gideon has extensive experience and expertise on issues relating to Medicare and secondary insurance for seniors, Financial Abuse and Fraud, Daily Management and he has given numerous lectures and seminars at the national and local levels.
Marcia L. Turner, PDMM, CSA serves and supports the Senior market while also offering daily money management services to busy professionals, non-profits and small businesses. She provides Bookkeeping and Quickbooks Consulting Services upon request as well. She is located in Guilford Connecticut and serves clients along the Connecticut Shoreline, from New Haven to Old Saybrook.