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Daily Money
Manager Certification
Certification by the American Association of Daily Money
Managers 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 individual members can validate their
skill level and add to their credentials as a leader in
the industry.
The AADMM is the certifying body, but there is no
connection between membership in the organization and
the certification process.
These daily money managers are 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.
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 new title of Professional
Daily Money Manager are:
- Lisa M. Berlin,
PDMM, Taking Care of Business, Inc., Columbia, MD
- John W. Bowen, PDMM,
Bookkeeping and Daily Money Management, Falls
Church, VA
- Joel Catania, PDMM,
Personal Solutions, LLC, Garden City, NY
- Pete Conklin, PDMM,
Personal Affairs Management, LLC, Springfield, VA
- Taryn L. Cyrus, PDMM,
Priority Money Management, Washington, DC
- David L. Dixon, PDMM,
Commonwealth Cash Management, Salem, MA
- Babs L. Fahrney, PDMM,
Alameda, CA
- Rebecca R. Eddy, PDMM,
Eddy & Schein In-Home Administrators for Seniors,
New York, NY
- Gloria S. Froman, PDMM,
Let Me Get the Bill, Inc., Skokie, IL
- Elizabeth B.
Ganitopoulos, PDMM, Private Matter$, Northbrook, IL
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