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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy. 

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WELCOME

The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate.

Estate

Estate

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

Steps to consider, to protect what you've built.

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Tax

Tax

Properly review and file your personal and/or business returns.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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What our team and clients have to say.

President

Rebecca Gaylor

Rebecca Gaylor

Chief Executive Officer

Support

Faye Benner

Faye Benner

Relationship Administrator and Office Manager

602-494-7641

602-494-7589

Accounting Team

Bonnie Isom

Bonnie Isom

Accountant

Gay Jones

Gay Jones

Senior Accountant

Tina Souza

Tina Souza

Accountant