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Marti Nafziger CDMM, CSA
Lawrenceville, Georgia 30043
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A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families by managing personal daily money matters such as bills, budgets, and record keeping and much more. As every client’s financial situation is different, I tailor my services to the client’s needs, desires and comfort level. My services may include: tracking income and expenses in a Quicken file, reviewing and paying bills, reconciling bank or credit card statements, organizing important documents, gathering tax documents for client's accountant, referral to and coordination with other professionals, and assisting family members or other professionals named as fiduciaries, I work with clients in north or northeast metro Atlanta.
I have been helping clients manage their finances for over thirty years. In 2012, I discovered and joined the American Association of Daily Money Managers (AADMM) national organization and the Atlanta Chapter. I joined the Society of Certified Senior Advisors in 2019.
A magna cum laude graduate of Georgia Southern College, I have a background in medical and business office management and have extensive and varied experience in handling medical claims. I am a natural organizer and love to bring order to client’s finances and home offices. My passion is to free my clients of mundane financial tasks so they may more fully enjoy life.
An Atlanta native, I am married and have three grown children. I am a member of Covenant Life Church in Lawrenceville, Georgia. When I have free time, I love visiting with friends or reading.
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