Our primary focus is serving as a holistic adviser to clients, offering integrated tax, estate,
and personal financial planning in addition to investment advisory services.
 

Staff

We've operated as the A Team geese for years....to BEST serve our clients takes EXTRAORDINARY, ENTHUSIASTIC team members working in a DYNAMIC way

Behind the Scenes: Meet our Team


Rebecca S. Gaylor Bio
CEO

Becky's Published
Becky in the Summer/July edition of the Financial Playbook. Copies of the Playbook will be available for clients.

Meet the Active Money Management staff.  We're all here to help you achieve your lifetime goals.

See our Seminar/Education Course Attendance List >>

(Click name to view bio)

Coelle Baskel
Information Technology Specialist
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Donna Best
Business Partners Client Relationship Manager
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Phyllis J. Bregin
Executive Assistant and Registered Representative
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Matt Gaylor
Business Services Manager
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Bonnie Isom
Sr Tax & Business Consultant
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Gay Jones
Staff Accountant
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Margaret Kelly
Administrative Assistant
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Karen Schuman
Client Relationship, Estate and Insurance Manager
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Janet L. Wickliffe
Estate Planning & Insurance Specialist
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Tina Varnadore
Business Partners Specialist
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