Helping Each Client Where They Are
As daily money managers, we have a passion to help people take control of their finances, and make them clear and easy to understand. We work hand-in-hand with our clients to assess their personal situation, and then create an organized plan to move forward. Whether it's through bookkeeping services, setting up online bill pay, asset and liability budget planning, tax documentation organization, or mail sorting, our job is to remove some of that daily stress so that our clients can experience more time freedom and peace of mind.
We are proud to serve Southern Lancaster County, PA.
Our Story
In 2023, two friends with decades of experience in the legal and financial worlds created Red Rose Daily Money Managers LLC in response to the increasing need for help managing daily financial logistics for people as well as navigating the ever-complex worlds of technology and procedures that need to be followed.
We place an emphasis on helping our special senior citizens navigate their golden years. For families where the parents are retired to Lancaster, and their adult children are located across the country, we provide a local, caring presence, and the ability to assist in a variety of matters, while helping to keep the communications open among the family.
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We pride ourselves on following the Code of Ethics embraced by the American Association of Daily Money Managers.
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Meet The Team
Christina graduated from Calvary Baptist Christian School, and then obtained an Associate of Science degree from Maranatha Baptist Bible College. A life-long learner, she also took classes in Anatomy & Physiology, Microbiology, and Psychology for fun.
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Christina has over 20 years of experience in the legal field as a paralegal, working on a variety of matters such as estate planning, estate probate, business formations and transactions, nonprofits, real estate and personal injury litigation, just to name a few. She enjoys working with clients on a daily basis and is always looking for ways to streamline and make things more efficient.
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She is a notary public, and is a member of the Lancaster Area Paralegal's Association and the Lancaster Bar Association - Paralegal division.
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In her spare time, Christina is the current sitting President of the New Forest Pony Society of N.A., a nonprofit organization dedicated to the preservation of the New Forest Pony, which is a designated rare breed.
She previously served as the Secretary & Treasurer of this nonprofit for five years.
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Christina has a passion for animals, which she has shared with her daughter, and they are currently owned by two cats, a New Forest Pony and six chickens, as well as a revolving door of foster cats and kittens.
Katie graduated from Lancaster Christian School and went on to obtain an Associate's Degree in Accounting from Goldey Beacom College. Upon graduation, she handled bookkeeping for a Chester County law office, and eventually moved into real estate sales and investment to accommodate her growing family.
In 2016, Katie returned to school, earning a Bachelor's Degree in Legal Studies from Central Penn College. As a paralegal for a local law firm, she specializes in decedent estate administration. This involves gathering assets, liquidating as necessary, identifying debts, paying bills, filing tax returns, and distributing the remainder to heirs. It was in this line of work, assisting widows, widowers, children, and caretakers, that the need for Daily Money Managers in the community became apparent.
Katie is a notary public, and a member of both the Lancaster Area Paralegal Association and the Lancaster Bar Association - Paralegal division.
When Katie is not assisting clients, she enjoys spending time with her children in their Willow Street home, or on the road as they pursue ice hockey, archery, and higher education. She celebrated the wedding of her oldest daughter in 2022, and looks forward to fulfilling her newest role, grandmother, in early 2024.