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


Staff Accountant

Donna, an Arizona native, has been working in the business accounting field for over 18 years, making her the perfect person to work closely with Active Money Management clients on their business accounting needs. She is a wiz with Quickbooks and will get your software skills up to speed and your books organized in no time. The variety of clients on board with us and the great team environment fostered at Active Money Management makes Donna’s job all the more enjoyable. The depth and breadth of questions she answers on a daily basis keeps Donna on her toes.