Prior to becoming aCertified Daily Money ManagerⓇ, I worked in the corporate world for over 30 years as an IT analyst, with the last 10 years in the Healthcare Insurance industry.
My analytical and technical skills paired with my enjoyment of helping others, especially seniors, drew me to this profession. I am extremely organized and I like the feeling of accomplishment when I have helped someone else put things in order.
I currently serve as the Membership chair of the Greater NY chapter of AADMM.
Tender and Timely is licensed as an LLC in the state of NJ. My clients are located as far south as Middlesex County and into NYC and Rockland County, NY.
I carry Professional Liability Insurance and have I been background checked.
I operate under a strict CODE of ETHICS and STANDARDS OF PRACTICE as set forth by AADMM.
Click HERE to go to the AADMM Website where they are enumerated.
The American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members.
As Daily Money Managers (DMMs), we provide assistance to clients to manage their personal monetary and/or business affairs. As DMMs, we are not acting as accountants, financial advisors, or attorneys, unless separately educated and properly licensed to do so.
Owner and Certified Daily Money ManagerⓇ
Serving NJ and NY Clients
Certified, Licensed, Insured, Background Checked