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


Customer Service Manager
Associate General Studies, Phoenix College
Notary Public
Arizona Insurance Licensed
During her years at Active Money Management, Karen Schuman has served as special projects manager, assisting with estate and insurance issues, while helping customers plan their financial futures.

She received her associate’s degree in general studies from Phoenix College and is currently pursuing a bachelor’s degree from Ottawa University. A notary public and Arizona insurance licensee, Karen is a member of the National Notary Association, American Society of Notaries, Eagles and America Legion Post 44. 

In addition to certifications from Zenger-Miller, Six Sigma and Frontline Leadership, she has been the recipient of the Vocational Industrial Clubs of America (VICA) Mentor Award and Honeywell Employee of the Month Award. Also, she has received the Certificate of Achievement, People Source of Our Pride Certificate, and the Rewards and Recognition Award from Honeywell.

When away from work, Karen enjoys cooking, theatre, wine tasting, cards and crossword puzzles.