Kyle James, CPA, PFS
Managing Director
Department: Advisors, Tax
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.