Born and raised in Indianapolis, Spent four years at Indiana University studying accounting and finance. My first job out of college was with a regional CPA firm, with ultra high net worth client base. After a few years I felt I could be doing more by taking my knowledge of the ultra high net worth and providing that same experience to the average working class family. Where people really do need a financial and tax plan to ensure they can live the retirement life they want to live without worry.
So, I then joined the family practice, founded in 1986 and have been serving the local working class community ever since.
I am married with 3 kids and live on a small farm. My wife's hobby farm. We have more chickens than I can count, 5 cows, 4 goats, 2 dogs and 1 wobble cat(I encourage you to youtube what a wobble cat is...it will be the funniest thing you see all day). When I am not doing farm chores, we enjoy beach vacations training jiu jitsu and deer hunting.
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Specialties and Expertise
5
High Net Worth Planning
Retirement Income
Tax Minimization Investment Strategies
Tax Preparation
Wealth Accumulation and Preservation Strategies
Clientele
8
Business Owners
Entrepreneurs
Healthcare Workers
High Net Worth Individuals
Nurses
Real Estate Agents
Retirees
Teachers
Credentials and Designations
2
Certified Public Accountant
Personal Financial Specialist®
Education
1
Indiana UniversityAccounting and FinanceYear Obtained: 2005
Job History
1
Martin James Investment & Tax ManagementCPA/Advisor2010-Present
Quick Facts About Kyle
Years of Experience:19 yearsMember since:2025Number of clients:300
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