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A Daily Money Manager

Provides personal financial services to individuals and families by managing personal daily money matters such as bills, budgets, record keeping and much more. 

Clients come from all types of backgrounds ranging from young adults, busy professionals, people with disabilites, high net worth individuals and the small businesses they may own, and people going through life changes. 

As a member of the American Association of Daily Money Managers (AADMM), I encourage you to visit their website to learn more about the organization and its ethical guidelines that I am bound by in my practice. 

AND, let's also get to know each other! 

Let me briefly introduce myself. 

Click below!

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