Team
Jeff Fleming
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...
MaryBeth Baker
Director of Client Services
(814) 943-7656
marybeth@lawandmoneymatters.com
Bob DiCola
Financial Advisor
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...
Stanley R. Smiley, ESQ.
Senior Vice President, Advanced Planning Group