William “Jim” Fleming, CFP
Jim is a Military Veteran that served in the US Air Force with the Colorado 140-th Air National Guard with service in Vietnam as an Advisor to the South Vietnamese. He has a Bachelor of Science Degree from University of Colorado in Finance and Marketing. Jim has over 50 years experience in the Financial Services Industry. For 20 years he worked in the Commercial Banking Industry. He was the President of First National Bank in the Stocks and Bonds Division. He was also the Head of Commercial Lending and Director for the Trust Department of First Interstate Bank. For over 30 years has has worked as a Financial Advisor and achieved the CERTIFIED FINANCIAL PLANNER™ designation. Flemming Financial merged with Makkai Capital Management in 2016. This successful partnership provides additional support and service to the clients of Fleming Financial.
He served over 17 years with the Lions Club working his way through the variety of roles including President. He currently serves with Rotary International where he has held a variety of positions over the past 29 years. In 2015, while serving as the Sergeant of Arms, he helped raise more money than Club 31 had raised in the previous 40 years. Jim enjoys the outdoors, time with his family and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.