 |
|
Affiliations & Accreditations
|
- Board of Trustees: Culpepper Garden - an award winning residential community for low-income seniors. PMM pledges 5% of income to the Tom Floyd Fund at Culpepper Garden to help support seniors in need so that they can age in place with dignity
- American Association of Daily Money Managers - The national association of professional daily money managers. Former member of the Board of Directors
- Professional Daily Money Manager - certification awarded by the American Association of Daily Money Managers - www.aadmm.com
- Certified Senior Advisor - awarded this designation by the Society of Certified Senior Advisors
- Registered Financial Gerontologist - awarded this designation by the American Institute of Financial Gerontology
|
|
|
CLIENT BENEFITS