Our Team and Associations

Adam founded Makkai Capital Group in 2004 after five years at a Wall Street investment firm. He has since helped clients develop successful investment plans through varying economic conditions. For 18 years, Adam taught finance and portfolio management at Regis University, earning the “Excellence in Teaching Award.” He holds the Chartered Financial Analyst (CFA) designation, an MBA in finance from Bowling Green State University, and a bachelor's degree from Liberty University. As a Colorado native, Adam resides in Castle Rock with his wife and two sons. He enjoys fly fishing and skiing, actively participates in community organizations, and coaches football for a local high school.

Angela joined Makkai Capital in January 2025 from a nationwide financial planning firm with the desire to offer more individualized plans for her clients. With over 30 years of experience in sales and customer service, including 12 years as a small business owner and 6 years as a Financial Controller,  Angela understands how critical financial planning is for both personal and professional success. She is passionate about guiding clients through complex financial decisions, easing their stress, and helping them achieve their financial goals with clarity and confidence.

Angela resides in Franktown, CO with her husband and four children. In her spare time, she enjoys cooking, exploring Colorado's great outdoors, and restoring classic cars.

Heather joined Makkai Capital Group in early 2019 and is responsible for client service and back-office operations. As a highly engaged and positive team player, she has a strong customer focus and the motivation to deliver exceptional results and customer service with honesty and integrity. She is a dedicated customer service professional with 20+ years of experience in finance and administration. She lives in Castle Rock and is a proud mom of two grown kids and a grandma to two little ones!

Lori joins Makkai Capital with over 20 years of experience in customer service, management, marketing, and communications. Actively engaged in non-profit fundraising and events, she contributes significantly to her community in Castle Rock and the greater Denver area. An avid golfer and skier, Lori lives in Castle Rock with Adam and their two children.

Jim Fleming is a seasoned Investment Advisor Representative with a career that began in 1986. A Vietnam War veteran, Jim brought the same discipline and commitment to his financial career as he did in service to his country. Before transitioning to financial planning, he served as Vice President of a bank, where he honed his acumen in financial management. In 2016, Jim partnered with Adam Makkai at Makkai Capital as he began to prepare for retirement. This strategic move ensured a smooth transition for his clients, while helping elevate the level of personalized service they receive. Jim continues to serve his clients with dedication as he embraces the next phase of his life. Outside of work, he enjoys golf, traveling to warm climates like Florida, expanding his knowledge through studying a variety of topics, and is an active member of the Rotary Club, where he particularly enjoys fundraising efforts to support local and global causes.