I have been working in accounting since 1980, earning my B.S. in accounting from the Indiana University School of Business (now the Kelley School of Business). I founded Martin James, CPAs in 1986. For nearly four decades, I have been dedicated to providing professional outsourced tax, accounting, and financial services to clients throughout the greater Indianapolis area. In October 2023, my firm was acquired by Modern Wealth Management. The decision to join the Modern Wealth team was rooted in my long-standing relationships with Dean Barber and Bud Kasper through our affiliation with Ed Slott. I was drawn to Modern Wealth’s commitment to integrated tax and financial planning and the opportunity to be part of a firm that makes a meaningful impact on clients’ lives. Earlier in my career, I gained valuable experience at the Big 8 accounting firm Coopers & Lybrand (now PricewaterhouseCoopers, PwC), working with privately held businesses, multi-family real estate investments, and individual tax planning for business owners. These experiences shaped my approach to tax strategy and financial planning, reinforcing my belief in a proactive, client-centered approach. Family and faith are the foundations of my life. My wife, Cindy, and I are proud parents of two sons, one of whom, Kyle James, CPA, PFS, works alongside me, while the other is a journeyman utility lineman. We are also blessed with six grandchildren who bring endless joy to our lives. My faith guides everything I do, both personally and professionally, shaping my values and approach to service. Outside of work, I have a deep passion for fly fishing. As a certified fly-casting instructor with Fly Fishers International, I enjoy teaching at a local kayak and fly shop during the summer. I also volunteer with Project Healing Waters Fly Fishing, an organization dedicated to introducing active military members and disabled veterans to the therapeutic benefits of fly fishing. Additionally, I am an active member of the AICPA, the Indiana Society of CPAs, and the Indianapolis Fly Casters. While I may not fit the traditional CPA stereotype, my extensive tax and accounting background, unwavering faith, and passion for mentorship and charitable work make me a unique and committed member of the Modern Wealth team.