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.