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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.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
Learn More
What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More
Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

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:

"We CARE about our clients. It's what brings us joy!"

- Becky Gaylor

"It is our mission to provide unrivaled service in every aspect of what we do."

- Cody Gaylor

If you can retrain your brain to see OPPORTUNITIES as clearly as you see problems,

you can do ANYTHING. 

- Faye Benner

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

Barbara Sellick

Barbara Sellick

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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