One of our newest associates in 2023, Alyssa works alongside our Lead Advisors to provide financial planning and investment advisory objectives.
Alyssa is enthusiastic about using her communication and trust expertise to provide a productive experience for each client and their families. Whether assisting with long or short-term goals, a specific strategy for each WealthPoint client is important to Alyssa’s passion to build the path towards the client’s best future.
Alyssa graduated from Purdue University in 2023 where she earned a bachelor’s degree in financial counseling and planning with a minor in management. Originally from Evansville, Alyssa now resides in Fishers.
In her spare time, Alyssa enjoys road trips to Purdue sports games, finding new restaurants, long walks on a sunny day, and spending time with her dog, Mackey.
Alyssa may also be reached at email@example.com or 317.818.1040 at extension 140.