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Twenty-one daily money managers from 12 states
became the first in the nation to earn the designation Professional
Daily Money Manager by meeting eligibility requirements and passing
an intensive examination. The certification process has been
developed by the American Association of Daily Money Managers
(AADMM) as part of its mission to assure high standards of practice
and delivery of quality service by DMM professionals.
The individuals in the inaugural class of Professional Daily Money
Managers certified that they ascribe to the stringent AADMM Code of
Ethics, had 1500 hours of experience in the field, and fulfilled
educational criteria to meet eligibility requirements. The test
administered on November 9, 2007, addressed five areas of competency
that included bill paying, basic finance/bookkeeping, payroll and
tax basics, types of expenses, and standards of practice.
Those entitled to use the new title of Professional Daily Money
Manager are:
- John W. Bowen, Bookkeeping and Daily Money Management, Falls
Church, VA
- Pete Conklin, Personal Affairs Management, LLC, Springfield,
VA
- Taryn L. Cyrus, Priority Money Management, Washington, DC
- Babs L.L. Fahrney, Alameda, CA
- Rebecca R. Eddy, Eddy & Schein In-Home Administrators
for Seniors, New York, NY
- Gloria S. Froman, Let Me Get the Bill, Inc., Skokie, IL
- Elizabeth B. Ganitopoulos, Private Matter$, Northbrook, IL
- Roberta Gosier, Help Unlimited, Inc., Silver Springs MD
- Sandra L. Grant, Grant Financial Services, LTC, Worthington,
OH
- Barbara H. Hance, Barbara H. Hance Associates, Inc.,
Farmington, CT
- Patricia S. Morris, Esq. CFP, Personal Money Manager,
Newton, MA
- Pamela Nielsen Brehler, CSA, Personal Finances Management,
Chapel Hill, NC
- Rosalind Odmark, Roz Odmark Bookkeeping Service/Daily Money
Manager, Rancho Santa Fe, CA
- Fredlyn O’Hara, Money Matters, Audubon, NJ
- Margaret E.F. Overton, Senior Accounts, Arnold, MD
- Bridget Pendergast, Caregiver Resources, Inc. Virginia
Beach, VA
- Georgina R. Pirrone, CSA, GCP Financial, LLC, Ho Ho Kus, NJ
- Deena Poritzky, Personal Bookkeeping Services, Chelsea, MA
- Gideon Y. Schein, Eddy & Schein In-Home Administrators for
Seniors, New York, NY
- Courtney L. Smith, RG, Benefit Payee Services, Inc., Denver,
CO
- Marcia L. Turner, CSA, Y.E.A., Inc, North Branford, CT
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