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Alyssa Martin

Alyssa Martin

Client Service & Marketing Administrator

Alyssa wears many hats, leveraging her strong communication and organizational skills to offer front-office and advisory support to our Lead Advisors. Simultaneously, she plays a crucial role in the back office as a dedicated member of our Operations, Client Service, and Marketing Teams.

Alyssa, a proud graduate of Purdue University (Class of 2023), holds a Bachelor’s degree in Financial Counseling and Planning with a Minor in Management. Alyssa's passion lies in creating tailored strategies alongside our Lead Advisors, whether for short-term objectives or long-term aspirations. Alyssa’s commitment is to help pave the way toward our clients’ best possible financial future.

With a keen focus on client satisfaction, Alyssa adeptly manages communication and organization. Her background also as an associate advisor during internships equips her to handle various responsibilities, including maintaining client accounts, assisting with operations, and managing client action items related to financial planning and investments. She firmly believes that The WealthPoint Way positively impacts families and is eager to connect with the next generation of clients.

Originally from Evansville, Alyssa now calls downtown Indy her home.

When she’s not immersed in financial matters, Alyssa enjoys road trips to Purdue sports games, discovering new restaurants, taking leisurely walks on sunny days, and spending quality time with her loyal companion, Mackey.

Alyssa may be reached at amartin@wealthpointadv.com or 317.818.1040 at extension 140.