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Frequently Asked Questions


Are you Insured/Bonded?

Yes, I am bonded and insured through Dominion Insurance, which is an AADMM sponsored program for members only that is underwritten through Lloyd's of London.


Why Hire a DMM?

A DMM works to help give you peace-of-mind, worry less, and more time to focus on other things in your life. 

Additionally, it can be quite expensive to hire a Certified Public Accountant (CPA) or Attorney to perform your daily money matters, since it will require regular management rather than periodic reviews.

DMMs handle these types of day-to-day money matters and other administrative tasks at a much lower rate & are able to do it on a regular basis.


Years of Operation?

S33 Management LLC has been in operation since October 2020, but I have been in financial services professionally for over 15 years. In that time, I have spent many years managing, privately, personal financial matters for family/friends before deciding to turn it into a business.

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