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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Team

 

Jeff Fleming, JD, CFP®, CLU, ChFC, AEP, LUTCF is a client advocate for “law and money matters” and has been helping clients accumulate, protect and transfer their wealth for over thirty years. Jeff firmly believes that effective...

MaryBeth Baker joined VIP Financial Matters, LLC as the Director of Client Services in 2018. She has over 24 years of experience in the financial services industry. Her role is to assist clients with their service related needs and to...

As the Director of Client Experiences, Carlina's main goal is to enhance each client's experience with the firm and to help build and maintain a long term professional relationship. Enhancing our clients' experiences will be achieved...