Experience: Started career in 2005.
Education: Bachelors of Business Management – Purdue University

Carrie joined the team in October 2023 when Martin James Investment & Tax Management became a part of Modern Wealth. She plays a big role within our tax department through internal accounting/bookkeeping, client communications, first and last touch of client tax documents (SurePrep & then E-file), project management, and serving as a technology consultant.

Carrie and her husband, Andy, have two daughters, Lottie and Doria. Their kids’ activities keep them busy, as Lottie plays travel soccer and Doria is on the robotics team (been to World’s twice in Dallas). She loves to vacation at the beach and spends free times with friends and family.

Experience: Started career in 2022.
Education: Bachelor of Science in Accounting

Katy started her career as an intern at a tax accounting firm in downtown Indianapolis. After her internship, she was given the opportunity to work full-time in tax. She has enjoyed gaining experience, learning, and growing within the industry. As a tax and accounting specialist, Katy spends her days preparing clients for the upcoming tax year. This often includes financial statement analysis, tax planning and estimates, as well as tax compliance and reporting. Katy enjoys assisting in any way that serves our clients’ needs.

Her favorite hobbies include cooking, spending time with my family, and fishing!

Cindy joined the Modern Wealth team in October 2023 via the acquisition of Martin James, CPAs in the greater Indianapolis area. She began her career in 1986, when she and her husband, Marty, formed Martin James, CPAs.

Cindy offers administrative support to the tax team and Modern Wealth’s Mooresville, Indiana office. Some of her other primary job duties include client billing and building client relationships.

Faith and family always come first for Cindy. She and Marty have two sons and six grandchildren. Their son, Kyle, is a managing director of Modern Wealth’s Mooresville office alongside Marty, while their other son is a journeyman lineman for a major utility company in the Indianapolis area.

Cindy enjoys attending their grandchildren’s sporting events, pool parties with family, traveling to her favorite vacation spot at Fort Myers Beach, reading, and mushroom hunting.

Experience: Public Accounting since 2006

Education: Degree in finance and account from Indiana University

Kyle joined the Modern Wealth team in October 2023 following the acquisition of Martin James Investment & Tax Management. He began his career in public accounting in 2006 by working with a regional CPA firm right out of college for five years. Kyle then joined his family’s practice, which his father, Marty James, CPA, PFS, founded in 1986.

When Martin James Investment & Tax Management became Modern Wealth, Kyle and Marty were named managing directors of the firm’s Mooresville, Indiana office. Kyle’s favorite aspects of Modern Wealth are that the firm utilizes a holistic approach to wealth management that has a goal of helping clients reduce financial stress. He also appreciates Modern Wealth’s people-focused work culture, as there is an understanding within the firm that the employees are Modern Wealth’s greatest asset.

Kyle and his wife have three children. He enjoys taking family vacations to the beach, jiu jitsu training, deer hunting, and the occasional round of golf.

Experience: Accounting since 1980

Education: B.S. Accounting from the Indiana University School of Business (Now Kelley School of Business)

In 1986, Marty founded Martin James, CPAs and has been delivering professional outsourced tax, accounting, and financial services to the greater Indianapolis area ever since. The Martin James, CPAs team joined Modern Wealth Management in October 2023. Marty’s connection to Modern Wealth Management began through his longstanding relationships with Dean Barber and Bud Kasper via their affiliation with Ed Slott. Marty’s decision to join Modern Wealth is driven by the desire to be part of something greater, dedicated to tax and planning, and making a meaningful impact on clients’ lives.

Marty’s accounting career also includes experience at big 8 accounting firm Coopers & Lybrand (now PricewaterhouseCoopers (PwC)). He worked with smaller non-public companies and on multi-family housing real estate, as well as the individual tax services for the owners.

Marty and his wife, Cindy, have two sons, one of whom works with him, Kyle James, CPA, PFS, while the other is a journeyman utility lineman. They also have six grandchildren. His faith is the cornerstone of his life, guiding all other aspects.

In his free time, Marty enjoys fly fishing and is a certified fly casting instructor with Fly Fishers International, often teaching at a local Kayak/Fly Shop during the summer. He is also a volunteer with Project Healing Waters Fly Fishing, an organization introducing fly fishing to active military and disabled veterans. Marty is an active member of AICPA, Indiana Society of CPAs, and the Indianapolis Fly Casters. Notably, he’s known for defying typical CPA stereotypes.

Marty’s tax planning and accounting background, dedication to his faith, and passion for fly fishing and charitable work make him a unique and valuable addition to the Modern Wealth team.

Experience: Banking from 2000-2013; Investments 2013-present.

Education: Cascade High School

Heather assists investment services and partners with the financial planning team. She enjoys helping Modern Wealth clients plan for their futures and attempting to give them peace of mind when they provide for their loved ones and charities.

Heather began her career in the banking industry with National City Bank in 2000 as an office manager. She then embarked on a new career with Edward Jones Investments in 2013 as a senior branch office administrator before joining Modern Wealth in 2024.

Heather has two adult children, two grand dogs, and two grand cats. She enjoys family beach vacations, rock concerts, and golfing. Heather lives on her family farm near Stilesville, Ind., and is a lifelong resident of Hendricks County.

Experience: Public Accounting since 2018

Education: B.S. in Accounting from the University of Indianapolis

Craig arrived at Modern Wealth in December 2024 and is based out of the Mooresville, Indiana office. His primary job duties consist of preparing and reviewing tax returns, tax planning and projections, and investment planning. Craig appreciates how Modern Wealth strives to provide clients with a wide range of wealth planning/management services.

He began his career in the summer of 2018 with an internship at Crowe LLP. Craig joined Crowe LLP full-time in 2019 and spent five years as a tax associate and senior tax associate. He worked in several sectors, including manufacturing and distribution and real estate and construction.

Craig and his wife, Ericka, got married in the fall of 2023. They have black lab and are expecting their first child, a boy, in late spring of 2025. He loves to spend time with family and friends, travel, try new things, watch sports (especially the Ohio State Buckeyes), play golf, and exercise.

Susie joined Modern Wealth in 2023 when Martin James Investment & Tax Management joined our firm. She joined Martin James Investment & Tax Management in 2012. Susie provides administrative support to the tax team with a primary focus on tax-related projects. She’s also the first point of contact for our clients and enjoys assisting them with their needs.

Susie is happily married with two children. She enjoys watching sports (Indianapolis Colts and Los Angeles Dodgers), reading, traveling, and cooking.

Experience: Started career in 1989

Education: B.S. in Accounting

Sheila started working alongside Marty James in 1994 and joined our team when Martin James Investment and Tax Management merged with Modern Wealth in 2023. Her career has been in public accounting. Sheila has maintained client relationships by advising clients on compliance and tax planning issues. She prepares and reviews tax returns, oversees and trains staff members, and coordinate activities in the tax department.

While most of Sheila’s family lives in Indiana, she moved to southern Georgia a few years ago. She enjoys the warm weather and providing her family members a good vacation spot. Sheila loves spending time at the beach, traveling, and supporting local charities, such as Thomasville Street Feed and Project Backyard.