Your Team

At Fleming Financial Services, we stand out from our peers by placing such high value on timely and personalized communication. As a client, you will always have a dedicated point of contact providing personalized attention. We will be available to sit with you on a regular basis and if you have questions, just call or email and we will make sure your questions are answered promptly.

From the moment you walk in our door, you will experience what we affectionately call The Fleming Way, a culture of always treating people with respect, listening and always working in our clients' best interests. The Fleming Way is a culture of hard work, knowledge, structure, and of believing in better and striving to achieve it.

As President of Fleming Financial Services, Nancy Fleming's goal is to give her clients clarity and confidence about their financial futures.

It's something she wanted 25 years ago as a single parent struggling to ensure her young family's survival. Nancy didn't have time to work, raise a family and pursue her passion of financial research, so she made her passion her career and became a financial planner.

"Helping people plan for a secure retirement is my crusade in life.  I want to provide a 'safe haven' where people feel they can come and talk to me because I take the time to listen and help them understand their options."

Learn more about Nancy by clicking HERE

President, CFP™ Professional

Nancy Fleming

Many people ask me why I became a financial advisor. It really starts from when I was a child. I grew up with four sisters and a single mom who raised all five of us children by herself. I watched carefully how many hours she had to work in order to support her family. My mom (Nancy) started Fleming Financial Services over 25 years ago and we have been able to help so many people get to and through retirement.
 
I learned a lot from my mom. Among all I learned, there are three things I attribute to her.
1. Her devotion to Faith
2. Her devotion to her family
3. Her devotion to her clients
 
Now that I am married with 4 children of my own, I continue with those same core values. My devotion to my Faith, my Family, and my Clients is something I hold very dear to me because those are the places I spend most (or all) of my time.
 
When it comes to my clients, being a Fiduciary and independent of one firm allows me to really put together a plan that is unique to their situation. There is never just one way to accomplish a goal and being a fiduciary and independent allows me to create a plan based upon what my clients need and not from what a company says I can do.
 
I remember working in the office during my summer breaks as a child and I always telling people that I wanted to be an advisor. Looking back on it, maybe I just wanted to be like my mom and follow in her footsteps.
 
All my life there have been two things I have a passion for. First is the ability to help people. Second, is to solve problems. This is probably why I took to financial planning at such a young age because I could see that this profession allows me to combine both of my passions into one.
 
One of my favorite things about what I do is taking a client's most complex situations and simplifying it for them, so they no longer have to worry and can just go enjoy their lives. I never get tired of seeing the transformation on my clients faces from when they first walk into my office to when they leave. Starting off not very confident on how to get income in retirement, or how to invest inside or outside of the
market, or how to minimize taxes or health and the list goes on. Taking that not so confident feeling they have and by the end, my clients are the most confident people in their retirement. This is a feeling that makes me so happy to do this day in and day out and helps me spend many hours day and night helping my clients.

Vice President, IAR

Sean Fleming

As Director of Operations, John brings his 15 years of experience in client services from various fields to our team. He is our man behind the scenes making sure our clients have a delightful experience with Fleming Financial Services. He works with our clients to assure that all the necessary documents are obtained and processed quickly so you can rest easy knowing that your retirement plan is in action. Additionally, John handles our annuity operations, service requests, account inquiries and our client appreciation and educational events. He has a passion for process development and improvement and is always seeking opportunities to make your experience as excellent as possible!

John is married to his beautiful wife Beth and they have 2 kids together.

John is a native Arizonan, growing up in the east valley. Outside of the office you will typically find John and Beth attending one of their kids sporting events, finding a new place to camp for the weekend or simply enjoying quite evening indoors watching a movie with each other.  

Office Manager

John Schaub

Serena’s responsibilities at Fleming Financial Services include processing client service requests and account inquiries, as well as client relations. She serves as our company’s compliance supervisor and she is one of our Client Service Specialists.

One of Serena's favorite parts of working with Fleming Financial is also acting as our event planner. She enjoys planning our client appreciation and other special events. 

"I love working here at Fleming Financial Services. I love the one on one I get with our clients. It brings me so much joy knowing that I can serve their needs. Getting to know you better helps me serve you better."

Relationship & Compliance Manager

Serena Young

Zoe graduated with a degree in Communications and an emphasis in advertising from Brigham Young University- Idaho. She loves getting to meet and talk to our clients and look for creative ways to better reach our audience.

Zoe is from Seattle, Washington and loves Phoenix. She enjoys sports, hiking, and watching movies. 

Director of Marketing

Zoe Gibson

As our CRM Specialist, Judy keeps our office organized and documented.  Her evergreen positivity and strong work ethic makes her a great addition to Fleming Financial Services.

CRM Specialist

Judy Young

Visit

4702 E Southern Ave., 

Mesa, AZ 85206

Call

T: (480) 632-8770

 F: (480) 393-1779 

Fleming Financial Services, Inc. ("FFS") is a licensed investment advisor offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by FFS in the rendering of personalized investment advice for compensation shall not be made without our complying with jurisdiction requirements or pursuant an applicable state exemption.

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