Who we are

You are not alone

A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.

These professionals provide personal financial services to older adults, people with disabilities, busy professionals, people who just prefer to have someone handle their finances, high net worth individuals, and the small businesses they may own.

Tim Hoeweler

Small business owner, realtor for 20 years with experience in accounting, estate planning, settling parents' estate and working with attorneys, financial services professionals as well as other senior helpers.

Dave Stacy

Corporate financial officer for a senior living provider and several non-profit organizations. Skills include accounting, investments, and managing vendors.