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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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WELCOME

The only certainty in life and business is change, and managing that change has never been more challenging than it is in today’s economy. Planning for your personal or business financial future doesn’t have to be fraught with uncertainty and stress. With Active Money Management on your side, you will see a much clearer path to financial success. There is no time like the present to get started. Join us as we work to create, grow and protect your estate.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

President

Rebecca Gaylor

Rebecca Gaylor

Chief Executive Officer

Management

Faye Benner

Faye Benner

Business Operations Manager, Notary, and Admin Lead

Cody Gaylor

Cody Gaylor

Registered Assistant, Operations Coordinator

Support

Alicia McNeil

Alicia McNeil

Paralegal, Administrative Assistant, Notary Public

602-494-7641

602-494-7589

Gary Hueftlein

Gary Hueftlein

Client Relationship Manager

602-494-7641

602-494-7589

Accounting Team

Gay Jones

Gay Jones

Senior Accountant

Bonnie Isom

Bonnie Isom

Accountant

Tina Souza

Tina Souza

Accountant

In addition, Gay Jones, Bonnie Isom and Tina Souza are still providing superior bookkeeping and accounting services (not affiliated with J.W. Cole)

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