American Association of Daily Money Managers
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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
  • Pamela Adams, PDMM, Groveland, FL
  • Nancy Barker, PDMM, Tax & Wealth Management Inc., Cleveland, OH
  • Deborah Becker, PDMM, Legacy Foundation at Shell Point, Deland, FL
  • Jacquelyn M. Bell, CPA, PLLC, PDMM, Jacquelyn M. Bell CPA, PLLC, Bloomfield, NY
  • Lisa M. Berlin, PDMM, Taking Care of Business, Inc., Columbia, MD
  • Nancy Hirsch Bernheimer, PDMM, Nancy B's Paper Management, Newton, MA
  • Meredith A. Bettencourt, PDMM, Valley Planners, La Quinta, CA
  • John W. Bowen, PDMM, Bookkeeping and Daily Money Management, Falls Church, VA
  • Julie K. Boyd, PDMM, The Legacy Foundation at Shell Point, Ft. Meyers, FL
  • Amy Carrick, PDMM, Carrick Consulting, LLC, Greer, SC 
  • Joel Catania, PDMM, Personal Solutions, LLC, Garden City, NY
  • Pete Conklin, PDMM, Personal Affairs Management, LLC, Springfield, VA
  • Minda Cutcher, PDMM, Minda Cutcher MBA, Inc., San Jose, CA
  • Katherine DeWitt, PDMM, Personal Money Matters, LLC, Reston, Virginia
  • Amanda DesBarres, PDMM, Help Unlimited, Inc., Winston-Salem, North Carolina
  • 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, NC
  • Gloria S. Froman, PDMM, Let Me Get the Bill, Inc., Skokie, IL
  • Elizabeth B. Ganitopoulos, PDMM, Private Matter$, Northbrook, IL
  • Joy Gilstrap, PDMM, Personal Business Matters, LLC, Fairfax, VA
  • Roberta Gosier, PDMM, Help Unlimited, Inc., Silver Springs MD
  • Sandra L. Grant, PDMM, Grant Financial Services, LTC, Worthington, OH
  • Elliot Gurian, PDMM, Gurian Tax & Business Services, Matamoras, PA
  • Caitlin Hall, PDMM, Organize My Life, Plantation, FL
  • Tracey Hall, PDMM, Assistance a la Carte, Tulsa, OK
  • Barbara H. Hance, PDMM, Barbara H. Hance Associates, Inc., Farmington, CT
  • Roberta Head, LLC, PDMM, RL Head, LLC, Atlanta, GA
  • Brenda Hellums, PDMM, Warren Averett, LLC, Montgomery, AL
  • Deborah M. Henning, PDMM, The Legacy Foundation at Shell Point, Ft. Meyers, FL
  • John Hovis, PDMM, Personal Finance Assistant, Matthews, NC
  • Myra Janssens, PDMM, Family Eldercare, Austin, TX
  • Diane Johnston, PDMM, Johnston Financial Organizing, Lincoln, CA
  • Lynn Klein, PDMM, Sterling Organizational Systems, Potomac, MD
  • Kerry McKeon Leglu, PDMM, Osiris Business Services, Ben Lomond, CA
  • Katherine Lindholm, PDMM, Lindholm Daily Money, Palo Alto, CA
  • Emily Lutz, PDMM, Liberty Paperwork Solutions, LLC, Glen Ridge, NJ
  • Susan Mantz, PDMM, CSA, Susan Mantz, LLC, Norfolk, VA
  • Stacey F. Matthews, PDMM, Managers of Money, Inc., Thomasville, NC
  • 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
  • Martha Nafziger, PDMM, Nafziger Enterprises, Inc., Lawrenceville, GA
  • 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
  • Lisa H. Norwalk, PDMM, Organizing Solutions, Inc., Glen Echo, MD
  • 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
  • Deena Lyn Peters, PDMM, The Legacy Foundation at Shell Point, Ft. Meyers, FL
  • Elie Phanor, PDMM, Leverage Tax & Financial Planning, LLC, Hillside, NJ
  • Georgina R. Pirrone, PDMM, CSA, GCP Financial, LLC, Ho Ho Kus, NJ
  • Lynn Plait, PDMM,Financial Order, LLC, Roswell, GA
  • Deena Poritzky, PDMM, Personal Bookkeeping Services, Chelsea, MA
  • Shelley Pumphrey, PDMM, Financial Concierge Services, LLC, Bethesda, MD
  • Aren Raynes, PDMM, Grace & Co., LLC, Reno, NV
  • Ana Gonzalez Ribeiro, PDMM, MBA, Ace the Journey Daily Money Management, Bronx, New York
  • 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
  • Laura Schwab, PDMM, Daily Money Matters, LLC, Peachtree Corners, GA
  • Candice A. Scott, PDMM, CAPS Daily Money Management, LLC, Palm Desert, CA
  • Linda Smit, PDMM, Estate & Senior Support Services, LLC - Stevenson, MD
  • Courtney L. Smith, PDMM, NCG, Benefit Payee Services, Inc., Denver, CO
  • Nancy N. Sondel, PDMM, The Villages, FL
  • Natalie Stanger, PDMM, Natalie Stanger Personal Assistant, Culver City, CA
  • Cynthia Stevens, PDMM, Personal Financial Solutions, Fallston, MD
  • Anita Tavakali, PDMM, Benefit Advocates, LLC, Sterling, VA
  • 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
  • Bernadette Warwick, PDMM, Warwick & Associates, LLC, Dexter, Oregon 
  • Landa Watson, PDMM, MBA, Your Money Matters, Viera, FL
  • Louann Webber, PDMM, Your Money, Inc., Arlington, VA
  • Linda Wolonick, PDMM, Expert Business Solutions, Inc., Davie, FL
  • Denise Wright, PDMM, Estate & Senior Support Services, LLC, Stevenson, MD
  • Robyn Young, PDMM, Money Care, LLC, Williston, VT

PDMM® is a registered trademark of the American Association of Daily Money Managers.


 

174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 877-326-5991 . Fax: 814-355-2452 . Email: info@aadmm.com