Active Money Management

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

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.

(Click name to view bio)


Coelle Baskel Information Technology Specialist Send Email	Shawn Berks Client Services Specialist and Registered Representative Send Email


Donna Best Business Partners Client Relationship Manager Send Email	Phyllis J. Bregin Executive Assistant and Registered Representative Send Email


Matt Gaylor Business Services Manager Send Email	Bonnie Isom Sr Tax & Business Consultant Send Email


Gay Jones Staff Accountant Send Email	Karen Schuman Client Relationship, Estate and Insurance Manager Send Email


Janet L. Wickliffe Estate Planning & Insurance Specialist Send Email	Laura Esquivel Accounting Assistant Send Email