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


Insurance Specialist
Bachelor of Science in Education from Purdue University
Arizona Real Estate Broker
Arizona Insurance Licensed
Notary Public
Active Money Management’s insurance specialist, Jan Wickliffe, helps clients with life, long-term care and disability insurance illustrations by completing applications and ensuring the approval process runs smoothly. She currently works with clients to review their estate plans and help implement any changes needed. 

A former high school teacher and real estate broker, she is currently has her Arizona insurance license as well as the Arizona notary public appointment.

Jan received her Bachelor of Science degree in education from Purdue University in 1960. She has been an employee at Active Money Management for more than 10 years. Outside the office, she enjoys relaxing in Prescott, playing bridge, reading, walking and spending time with her four children – Sandy, Jennifer, Bruce and Mike – as well as her four grandchildren. Her companion is Miss Molly, a mischievous calico cat.