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.
President, IAR, Fiduciary
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, CFP™ Professional
As the founder 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 30 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.
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.
Servicing Advisor, Compliance Officer
Geoff received his finance degree while playing football at Oregon State University after graduating from Mesa High and serving a mission in Panama. He has 10 years of work experience in finance and investments working as a client advisor on all levels. He brings a wide knowledge and range of skills from his time interacting with clients. Geoff works hard to understand clients goals and needs, and tailoring investments and solutions to fit those needs.
Geoff is married to his beautiful wife Katie, who he met in college. They have 3 girls together. He is a native Arizonan, growing up in Mesa. Outside of the office you will typically find him playing sports, going to the movies, trying good food, and traveling with friends and family. He loves sports and music and spends a lot of time with his wife and kids enjoying activities together.
Tayanna is origianlly from Salem, Oregon and moved to Arizona in September of 2021. She enjoys meeting our clients and learning about the financial world. Tayanna was a youth cheer coach for 3 years which she absolutely loved. She loves her dogs almost as much as she loves her family and enjoys being outdoors or near water.
Relationship Specialist, Marketing
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 marketing 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."
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 with her husband Steve.