Real-World Experience.
Practical Guidance.
Prepared Families.

My personal story is at the heart of my passion for helping others navigate their financial and personal business responsibilities.

When my father developed Alzheimer’s, I witnessed firsthand how overwhelming it became for my mom to keep up with their finances. Naturally, I stepped in to help.

I took on the responsibility of organizing their budget, managing bills and accounts, researching available benefits, and developing a savings plan. Over time, I helped them get out of debt and build a financial cushion that allowed them to afford memory care for my father when the time came.

Seeing the impact of that support was incredibly meaningful to me. After retiring from a successful and demanding 27‑year corporate career, I founded Advocate Money Management LLC to use my skills and experience to help others facing similar challenges.

Serving as a Daily Money Manager, Power of Attorney, trustee, and executor has given me firsthand experience helping individuals and families navigate complex financial and personal responsibilities during some of life’s most challenging transitions. Along the way, I’ve developed practical systems, tools, and guidance that make managing personal business and financial matters more organized, manageable, and less overwhelming. Through ongoing professional education, collaboration with industry peers, and research into best practices, I have continued to strengthen the tools and processes I use to provide these services.

As a member of the American Association of Daily Money Managers (AADMM) and the Senior Care Network, I am committed to helping clients navigate life’s responsibilities with confidence. I am also proud to have earned a 5-star Google rating, reflecting the trust clients place in my services and the quality of support I strive to provide.

While I value the opportunity to work directly with clients, I also began thinking about the many people—like I once was—who are stepping in to help a parent, or who want to better manage their own affairs but don’t know where to start.

That realization led me to create Advocate Life Systems to share the tools, knowledge, and real-world experience I’ve developed so others don’t have to figure it all out on their own.

Looking back, I often wish I had resources like this when I first began helping my own parents. My hope is that Advocate Life Systems helps make these responsibilities feel more manageable and gives you greater confidence in navigating whatever challenges lie ahead.

Wishing you the very best,

Founder, Advocate Life Systems