Modern Wealth Management
Sheila Walker currently serves as a Tax Manager at Modern Wealth Management, a position held since October 2023. Prior to this role, Sheila worked as a CPA at Martin James Investment & Tax Management from September 1994 to October 2023 and as a Certified Public Accountant at Archbold Medical Center from March 2019 to July 2022. Sheila earned a Bachelor of Science degree in Accounting from Indiana State University - Scott College of Business, graduating in 1989.
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Modern Wealth Management
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At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.