Broker Check

Altoona Office

1218 Eleventh Avenue

Altoona, PA 16601

Team

Jeff Fleming, JD, CFP®, CLU, CHFC, AEP, LUTCF

Attorney at Law & Wealth Manager

(814) 943-7075

jeff@LawandMoneyMatters.com

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...
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MaryBeth Baker

Director of Client Services

(814) 943-7075

(814) 943-7656

marybeth@lawandmoneymatters.com

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...
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Bob DiCola

Financial Advisor

724-896-0002

bob@dicolaifs.com

Bob is the owner of DiCola Financial Services. He has been assisting his clients with their investment, retirement, estate, and insurance planning since 1981. When not engaging with clients, he enjoys spending time with his wife Diane,...
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Derek Thomas

Financial Consultant

814-943-7075

814-943-7656

derek@lawandmoneymatters.com

Derek is a graduate from The University of Pittsburgh-Johnstown, Class of 2020, where he earned a BS degree in Finance, with a Minor in Information Systems. Derek has obtained his Series 7 and Series 66...

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Juliet Hendrickson, ESQ.

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...

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Stanley R. Smiley, ESQ.

Senior Vice President, Advanced Planning Group

As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...
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