1401 9th Avenue
Attorney at Law & Wealth Manager
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...
Director of Client Services
SENIOR ATTORNEY, ADVANCED PLANNING GROUP
As an Advanced Planning Group senior attorney, Julie is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement, charitable, and...
Senior Vice President, Advanced Planning Group