Contact Your Daiily Money Manager:



Patty Shandra

(559) 827-2142


Email: 

info@cksbaldmm.com

Our Manager

With over 30 years of experience...

Meet Patty.  


Patty Shandra has over 30 years’ experience in the banking industry. She takes pride in her ability to understand her clients and then solve their financial issues.



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American Association of Daily Money Managers

The American Association of Daily Money Managers (AADMM) is an internationally recognized membership organization committed to promoting high standards of client services. AADMM aims to lead the emergence of the daily money management profession and support its growth as the needs of an active and aging American population continue to evolve.

 

What do AADMM members do?

 

Bring clarity and order to managing personal or business bills, budgets and records. . .

 

            AADMM members help clients with:

·      Bill paying

·      Record-keeping

·      Budgeting

·      And more

 

            Typical clients include:

·      Senior citizens

·      People with disabilities

·      Busy professionals

·      Frequent travelers or individuals who travel for extended time periods

·      Small businesses

 

Why choose an AADMM member?

            AADMM members benefit from:

·         Established credibility within the industry

·         Access to continuing educational events and resources

·         Networking with other members of the profession

 

            AADMM members are committed to:

·         Excellence in service and professionalism

·         Client confidentiality

·         Random background checks

·         Adherence to a strict code of ethics and standards of practice