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
  • ......