Who We Are
Founded by husband and wife team Paul & Julie Croy, MoneyDo, LLC is based in Waterville, Ohio. We take pride in serving a diverse clientele located throughout Northwest Ohio. With decades of combined experience in fields such as bookkeeping, estate planning, elder law, real estate, advising, and personal finance, Paul & Julie bring with them a wealth of subject matter knowledge to better serve their Daily Money Management clients.
Paul Croy Paul is an attorney with 36 years of experience in the areas of estate planning, estate and trust administration, residential and commercial real estate and representing small businesses. He has served numerous times as an executor, trustee, guardian and under powers of attorney. His motivation for starting Money Do comes from working with literally hundreds of individuals and families who could have benefited from help with their daily financial affairs.
Julie Croy Julie has worked in advising and student services at The University of Toledo for 25 years, as well as bookkeeping for family businesses (and managing her daughter’s girl scout troop cookie sales for 8 years!) She has served as her aunt’s guardian for over 10 years as well as assisted with her mom’s financial affairs as she aged, learning by experience how to navigate Medicare, Passport, and other social services for the elderly. Julie is motivated by helping others and her strengths include attention to detail, accuracy and persistency. She is thorough, meticulous, and caring. Her undergraduate degrees were in psychology and economics, and her masters in is higher education/student affairs. Her goal is to make life easier for her clients and bring them peace of mind.
Our Commitment to You
At MoneyDo, our mission is to work hand in hand with our clients to manage the financial tasks that bog down everyday life. The most valuable part of our relationship with clients is the trust they put in us. MoneyDo is committed to upholding the highest standards of confidentiality and data security. We are a proud member of the American Association of Daily Money Managers, and adhere to their Standards of Practice and Code of Ethics for the DMM profession. MoneyDo is insured & bonded by Lloyds of London through Dominion Insurance, Inc.
