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FOR IMMEDIATE RELEASE: March 13, 2006
AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS ELECTS OFFICERS
AND BOARD
The Board of Directors of the American Association of Daily Money
Managers (AADMM) has re-elected Marcia Turner, Y.E.A., LLC, North
Branford, CT as president for 2006. Other officers re-elected
include: Vice President - Patricia Morris, Esq. CFP, Personal Money
Manager, Newton, MA; Treasurer - Fredlyn O’Hara, Money Matters,
Audubon, NJ; and Secretary - Pamela Nielsen Brehler, CSA, Personal
Finances Management, Chapel Hill, NC.
At its January meeting, the Board welcomed new members: John Bowen,
Bookkeeping and Daily Money Management, Falls Church, VA; Liz
Crystal, The LC Group, LLC, Green Brook, NJ; Karl J. Nielsen, CSA,
Nielsen Associates, Milford, NJ; and, Patricia Purtell, Key Point
Management, Inc., Milwaukee, WI. They were elected by the membership
at its fall meeting, for service beginning January 1.
Continuing board service will be Barbara Hance, Barbara H. Hance
Associates, Inc., Farmington, CT and Bridget Pendergast, CareGiver
Resources, Inc., Virginia Beach, VA;
A long-time member of AADMM, Turner established her daily money
management business in 1996 after a 22-year career in retail bank
management with Fleet Bank and its predecessors. Marcia’s business
serves individuals, small businesses, and nonprofit organizations.
She brings to AADMM her expertise in the management of nonprofit
organizations, which she developed during 16 years of experience in
leadership and financial positions.
Morris holds an undergraduate degree in sociology, a master’s degree
in counseling, and a law degree and certificate in financial
planning. She spends most of her time working as a personal money
manager, assisting individuals with bill paying services and
financial counseling. In addition, she maintains a legal practice
devoted primarily to guardianship cases. For many years, she worked
as an attorney for a state agency in Massachusetts.
O’Hara has been an AADMM Board member for four years, and provides
daily money management services to seniors, busy working people, and
businesses. Earlier in her career, O’Hara worked for the Social
Security Administration for ten years focusing on Medicare. She
first managed a branch office, then worked in the district office in
Richmond, VA and the regional office in Philadelphia. After that
experience, she managed a CPA firm for 16 years.
Nielsen Brehler has been providing daily money management services
to her older adult client base for the last five years. She is a
Certified Senior Advisor with a background in consumer banking.
Bowen began his DMM business in 2003, after a career as an
economic/commercial officer in the US Foreign Service. In addition
to providing bookkeeping for small businesses and non-profits, he
also offers DMM service for busy professionals, including owners of
small businesses.
Crystal has been providing daily money management services since
1998 and joined the AADMM in 2004. With a B.A. from Rutgers
University, she worked in Human Resource Management for many years.
A Certified Senior Advisor, Neilsen joined AADMM this year. He
enjoys helping people and volunteers at his church, where he has
been the treasurer in addition to other duties for many years.
Purtell’s firm provides personal, financial and representative payee
services for primarily the elderly - both privately (in Milwaukee
and across the country) and thru the Family Care Program in
Milwaukee County. She has over 20 years experience as a probate/
estate/bankruptcy paralegal prior to establishing her own business.
An AADMM Board member since 2004, Hance established her company,
Barbara H. Hance Associates, Inc. to provide personal and financial
management services to the elderly, the infirm, and people with
special needs. The company now has offices in Farmington and Avon,
CT.
Pendergast started her business in 2001 and became a member of AADMM
the same year. A graduate of the LSU School of Business, Pendergast
retired as a “Class A” member of the LPGA and then managed a
multi-million dollar golf club for the world’s largest golf
management company. She helped develop the program for the first
“Introduction to Daily Money Management.” [back]
MEDIA CONTACT: Georgene Thompson, 717-243-1349/
georgenethompson@comcast.net
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