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These daily money managers have earned the designation Professional Daily Money Manager (PDMM) by meeting eligibility requirements and passing an intensive examination. The certification process was 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.
Each of these 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 addresses five areas of competency
that include bill paying, basic finance/bookkeeping, payroll and tax
basics, types of expenses, and standards of practice.
Those entitled to use the title of Professional
Daily Money Manager are:
- Bruce Ackermann, CFA, PDMM, Ackermann Money Management, Palo Alto, CA
- Jacquelyn M. Bell, CPA, PLLC, PDMM, Jacquelyn M. Bell CPA, PLLC, Bloomfield, NY
- Lisa M. Berlin, PDMM, Taking Care of Business, Inc.,
Columbia, MD
- John W. Bowen, PDMM, Bookkeeping and Daily Money
Management, Falls Church, VA
- Dondi Brandon, PDMM, Brandon Money Management
Services, Afton, VA
- Joel Catania, PDMM, Personal Solutions, LLC, Garden
City, NY
- Pete Conklin, PDMM, Personal Affairs Management,
LLC, Springfield, VA
- Amanda DesBarres, PDMM, Help Unlimited, Inc. Winston-Salem, North Carolina
- Katherine DeWitt, PDMM, Personal Money Matters, LLC,
Reston, Virginia
- Patricia Doherty, PDMM, Doherty Daily Money Management Services, Larkspur, CA
- Nanette Duffey, PDMM, Organized Instincts, LLC,
Kennesaw, GA
- Rebecca R. Eddy, PDMM, Eddy & Schein In-Home
Administrators for Seniors, New York, NY
- Karen Takla Farag, PDMM, Hillsdale, NJ
- Babs L. Fahrney, PDMM, Money Wrangler, Alameda, CA
- Amanda K. Fitzgerald, PDMM, Help Unlimited, Winston-Salem,
- Gloria S. Froman, PDMM, Let Me Get the Bill, Inc.,
Skokie, IL
- Elizabeth B. Ganitopoulos, PDMM, Private Matter$,
Northbrook, IL
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Roberta Gosier, PDMM, Help Unlimited, Inc., Silver
Springs MD
- Sandra L. Grant, PDMM, Grant Financial Services, LTC,
Worthington, OH
- Caitlin Hall, PDMM, Organize My Life, Plantation, FL
- Rebecca Hall, PDMM, Our Financial Concierge, Polk
City, IA
- Barbara H. Hance, PDMM, Barbara H. Hance Associates,
Inc., Farmington, CT
- Roberta Head, LLC, PDMM, RL Head, LLC, Atlanta, GA
- John Hovis, PDMM, Personal Finance Assistant, Matthews, NC
- Diane Johnston, PDMM, Johnston Professional Organizing, Lincoln, CA
- Lynn Klein, PDMM, Sterling Organizational Systems, Potomac, MD
- Katherine Lindholm, PDMM, Lindholm Daily Money, Palo Alto, CA
- Cynthia Lorius, PDMM, Estate Support Services, Inc.,
Preston, MD
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Stacey F. Matthews, PDMM, Managers of Money, Inc.,
Thomasville, NC
- Kathryn Maxwell, PDMM, Maxwell Money Management, San
Mateo, CA
- Maureen McDonough, PDMM, Maureen McDonough Daily Money Management, Lynn, MA
- Mary Ellen McMahon, PDMM, Smart Daily
Administrators, LLC, White Plains, NY
- Teresa Kilfoyle-Nall, PDMM, Family Records Management, Los Angeles, CA
- Sarah Narva, PDMM, Highmount Capital, LLC, New York, NY
- Leah Nichaman, PDMM, Everyday Money Management, LLC, Rockville, MD
- Pamela Nielsen, PDMM, CSA, Personal Finances
Management, Chapel Hill, NC
- Rosalind Odmark, PDMM, Roz Odmark Bookkeeping
Service/Daily Money Manager, Rancho Santa Fe, CA
- Margaret E.F. Overton, PDMM, Senior Accounts,
Arnold, MD
- Bridget Pendergast, PDMM, Caregiver Resources, Inc.
Virginia Beach, VA
- Georgina R. Pirrone, PDMM, CSA, GCP Financial, LLC,
Ho Ho Kus, NJ
- Deena Poritzky, PDMM, Personal Bookkeeping Services,
Chelsea, MA
- Stephanie Power, PDMM, Highmount Capital, New York, NY
- Shelley Pumphrey, PDMM, Financial Concierge Services, LLC, Bethesda, MD
- Cecilia Revilla, PDMM, Northern Virginia Family Service, Oakton, VA
- Barbara Saevig, PDMM, Los Angeles, California
- Alison Salisbury, PDMM, Fiscally Fit, Los Altos, CA
- Sheri Samotin, PDMM, LifeBridge Solutions, LLC, Naples, FL
- Gideon Y. Schein, PDMM,Eddy & Schein In-Home
Administrators for Seniors, New York, NY
- Courtney L. Smith, PDMM, NCG, Benefit Payee Services,
Inc., Denver, CO
- David E. Souza, Jr., PDMM, SOUVIL Financial
Services, Inc., Spring Hill, FL
- Diana B. Tralongo, PDMM, Total Personal Services Administrative Group, LLC, Garden City, NY
- Marcia L. Turner, PDMM, CSA, Y.E.A., Inc, North
Branford, CT
- Louann Webber, PDMM, Your Money, Inc., Arlington, VA
- Linda Wolonick, PDMM, Expert Business Solutions, Inc., Davie, FL
- Robyn Young, PDMM, Money Care, LLC, Williston, VT
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