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.
President, CFP™ Professional
Nancy Fleming
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.
Vice President, IAR
Sean Fleming
Sean is the Vice President of Fleming Financial Services and has a degree in business. As a Fiduciary, and a CFP certificant Sean has a great aptitude for understanding people’s situations and circumstances. Sean has a vast knowledge of the complexities of retirement planning as well as the tools necessary to help all people in their different circumstances. He has a great zeal for going behind the scenes and working with complex software programs to work out solutions so his clients may achieve a successful retirement.
Sean Is married to his lovely wife Ashley and they have 4 children together. As a family man, Sean loves to spend time with his wife and children whether it's playing hide and seek with the kids, going to the store, singing songs on road trips, or taking family walks around the neighborhood, it doesn't matter the activity, as long they are together.
Office Manager
John Schaub
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.
Relationship & Compliance Manager
Serena Young
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."
Client Service Specialist
Zoe Gibson
Zoe is the newest addition to Fleming Financial Services and works as the Director of First Impressions. She graduated with a degree in Communications and an emphasis in advertising from Brigham Young University- Idaho. She is often the first person you see as you walk in our office and the first person you speak with on the phone. She loves getting to meet and talk to our clients and look for creative ways to better reach our audience.
Zoe recently moved to Arizona from Seattle, Washington and loves the Phoenix “winter”. She enjoys sports, hiking to see the beauty of Arizona, and watching movies.
CRM Specialist
Judy Young
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.