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


Bachelor of Science in Consumer and Family Sciences from Purdue University 
Master in Taxation from Arizona State University 
Licensed Insurance Agent
Registered Securities Representative
Accredited Tax Preparer
Certified Fund Specialist
NASD Licenses 6, 7, 22, 24, 63, 65 and life/health 
Certified Financial Planner TM 
 

 

 

Becky Gaylor is the CEO and owner of Active Money Management. For the past 23 years, she has developed many long-term relationships by helping a variety of businesses and individuals with small business accounting as well as insurance, investment and estate planning.

A Certified Financial PlannerTM and two-time recipient of JW Cole’s Representative of the Year Award, Becky is a member of the National Society of Accountants, National Association of Insurance and Financial Advisors, National Association of Tax Professionals,  Arizona Society of Practicing Accountants, IBF, Financial Planning Association, and Financial Advisors Legal Association. She is also a certified funds specialist and management accountant, and holds Series 6, 7, 22, 24, 63 and 65 Security Licenses. 

Becky received her bachelor’s of science degree from Purdue University and has completed courses toward her master’s degree in taxation at Arizona State University.

Her volunteer efforts include being chair of finance at Cross In the Desert and former membership chair for UMW at CITD. She is also a board member of the Arizona Folklore Preserve and the Financial Advisors Risk Retention Group.

When away from work, Becky enjoys cooking, reading and vacations at her family’s cabin. She and her husband, Rod, have two sons, Matthew and Jason, a daughter, Billie Jean, and eight grandchildren.