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FOR IMMEDIATE USE: December 13, 2007
21 Daily Money Managers Are the First to Be Certified
Bellefonte, PA – 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 in November 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:
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John W. Bowen, Bookkeeping and Daily Money
Management, Falls Church, VA
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Pete Conklin, Personal Affairs Management, LLC,
Springfield, VA
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Taryn L. Cyrus, Priority Money Management,
Washington, DC
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Rebecca R. Feuerstein, Eddy & Schein In-Home
Administrators for Seniors, New York, NY
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Gloria S. Froman, Let Me Get the Bill, Inc.,
Skokie, IL
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Elizabeth B. Ganitopoulos, Private Matter$,
Northbrook, IL
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Roberta Gosier, Help Unlimited, Inc., Silver
Springs MD
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Sandra L. Grant, Grant Financial Services, LTC,
Worthington, OH
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Barbara H. Hance, Barbara H. Hance Associates,
Inc., Farmington, CT
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Patricia S. Morris, Esq. CFP, Personal Money
Manager, Newton, MA
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Pamela Nielsen Brehler, CSA, Personal Finances
Management, Chapel Hill, NC
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Rosalind Odmark, Roz Odmark Bookkeeping
Service/Daily Money Manager, Rancho Santa Fe, CA
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Fredlyn O’Hara, Money Matters, Audubon, NJ
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Margaret E.F. Overton, Senior Accounts, Arnold,
MD
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Bridget Pendergast, Caregiver Resources, Inc.
Virginia Beach, VA
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Georgina R. Pirrone, CSA, GCP Financial, LLC, Ho
Ho Kus, NJ
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Deena Poritzky, Personal Bookkeeping Services,
Chelsea, MA
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Gideon Y. Schein, Eddy & Schein In-Home
Administrators for Seniors, New York, NY
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Courtney L. Smith, RG, Benefit Payee Services,
Inc., Denver, CO
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Marcia L. Turner, CSA, Y.E.A., Inc, North
Branford, CT
AADMM leadership lauded the newly certified Professional Daily Money
Managers for their achievement by telling them, “Your investment of
money and time denotes your personal commitment to excellence and
integrity in the provision of services to your daily money
management clients.“
Certification demonstrates in a tangible way the professionalism
among daily money managers and supports the AADMM’s commitment to
“promoting high standards of client services provided by members,
and to supporting the growth of the daily money management industry,
in numbers of providers, in recognition of the field, and in the
quality of services provided.” Through voluntary certification,
individuals validate their skill level and add to their credentials
as a leader in the industry. Although AADMM is the certifying body,
a daily money manager is not required to hold membership to
participate in the certification process.
In 2008, certification examinations will be offered on Saturday, May
3 in Chicago, IL; Saturday, July 26 in Providence, RI; and Friday,
November 7 in Orlando, FL. Applications and additional details on
certification time and specific location will be available at
www.aadmm.com/certification.htm or by emailing
info@aadmm.com.
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MEDIA CONTACT: Georgene Thompson, 717-243-1349/
georgenethompson@comcast.net
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