FOR IMMEDIATE RELEASE: January 9, 2008

American Association of Daily Money Managers Elects Officers and Board for 2008

The Board of Directors of the American Association of Daily Money Managers (AADMM) has re-elected John Bowen, Bookkeeping and Daily Money Management, Falls Church, VA for a second term as president. Other officers serving in 2008 include: new Vice President – Roberta Gosier, Help Unlimited, Inc., Silver Spring, MD; new Secretary – Barbara Hance, Barbara H. Hance Associates, Farmington, CT; and returning Treasurer -Pamela Nielsen Brehler, CSA, Personal Finances Management, Chapel Hill, NC.

At its January meeting, the Board will welcome Carla M. Morelli, FreyerMartin, Gaithersburg, MD, who along with Ms. Gosier was newly elected by the membership to begin a two-year term.

In addition to the officers and Ms. Morelli, continuing board service will be Immediate Past President Marcia Turner, Y.E.A., LLC, North Branford, CT; Gloria Froman, Let Me Get the Bill, Inc., Chicago, IL; Patricia S. Morris, Esq, CFP, Personal Money Manager, Newton, MA; Phyllis Pawlovsky, Personal Financial Care, LLC, New York, NY; and Gina Pirrone, GCP Financial, LLC, Ho HoKus, NJ

President John Bowen began his daily money management 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 services for busy professionals, including owners of small businesses.

Vice President Roberta Gosier was one of the founding members of AADMM and has remained active while growing her business from one person in 1991 to a staff of 12 full and part-time daily money managers today. She serves a client base of older citizens in the Washington DC and Maryland suburbs. Her background includes service as a social worker for the DC Welfare Department and the American Red Cross, as well as being assisted living coordinator in a retirement community.

An AADMM Board member since 2004, Secretary Barbara Hance established her company 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. She is also author of the book “Don’t Buy Green Bananas -- A Humorous Journey Through the Sometimes Puzzling World of Aging,” a memoir of her years serving the senior and frail populations.

Treasurer Pamela Nielsen Brehler has been providing daily money management services to her older adult client base for the last six years. She is a Certified Senior Advisor with a background in consumer banking. She helped establish the curriculum for AADMM Business Basics Workshop for beginning Daily Money Managers and has served as an instructor. She was previously employed in consumer banking services.

The newest Board member, Carla Morelli, has more than 15 years of experience in the personal and business finance arenas. For eight years prior to forming FreyerMartin she provided management and technical consulting. It was the need to hire a personal assistant to manage her own day-to-day finances that led her to retire from consulting and create her own business providing daily money management services. The firm specializes in supporting clients such as executives, highly mobile individuals, and busy professionals.

AADMM is a membership organization comprised of individuals and businesses that provide daily money management services directly to their own clients. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. The AADMM is committed 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.

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NOTE TO THE EDITOR: Brief Bios of Other Board Members Follow

Marcia Turner: Turner joined the organization in 1997 and completed two terms as president in 2006. She 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. Marcia has also held various local positions with Financial Women International and served as New England District president for that group.

Gloria Froman: Froman has more than 20 years experience in financial accounts management. She holds a Bachelor's degree from the University of Illinois and attended a graduate fellowship program at Roosevelt University. Supplemental and additional coursework includes Accounting, Insurance, Human Services, Health Information Management, and Medical Billing and Coding.

Patricia Morris: Morris holds an undergraduate degree in sociology, a master’s degree in counseling, 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.

Phyllis Pawlovsky: Pawlovsky has been providing money management services to the elderly, people with disabilities, career professionals, and small businesses since 1994. She became a member of AADMM in 2002. She has a Bachelor of Business Studies from Pace University and completed the Geriatric Care Management program at Brookdale Center for the Aging. She is a Director of the New York Chapter of Better Investing where she develops and teaches national and local investment education programs.

Gina Pirrone: Pirrone is a specialist in Personal Financial Organization and Records Management and a Certified Senior Advisor. She brings to AADMM over 20 years experience in accounting, operations, and benefits management from a career with M.J. Meehan & Company (former NYSE Member Firm) of New York City and a Bachelor of Science degree in Business Administration from King's College in Wilkes-Barre, PA.
 

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