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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Carlina Mansfield

Director of Client Experiences

(814) 943-7075

(814) 943-7656

carlina@lawandmoneymatters.com

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...
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Ian Stiles

Client Services Specialist

(814) 943-7075

(814) 943-7656

ian@lawandmoneymatters.com

Ian Stiles joined the team at VIP Financial Matters, LLC in 2020 as a Case Manager and Paraplanner. His primary responsibilities are to help ensure that services are being provided to our clients in a proficient and timely manner and...

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