wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040


Lynn coordinates all the back office administrative responsibilities at WealthPoint Advisors, LLC. She holds a Series 65 License, is a Notary Public, and has been working in the investment industry for 13 years, 12 of those years with Brent and Mike. Her responsibilities include establishment and maintenance of client accounts and overseeing day-to-day functional duties involving a considerable assortment of client related functions and office administration procedures. Lynn holds a Purdue University Associate’s Degree in Computer Technology and an Indiana University Bachelor’s Degree in Business Management.

While away from work, you'll probably find Lynn with her husband at their log cabin in the North Georgia Mountains.

Lynn can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it.