Alyssa Summers

Alyssa joined the Fi3 team in October 2024, bringing valuable experience from her previous role as a Client Relations Manager. With a strong foundation in wealth management and a keen eye for detail, she thrives in her role as an Implementation Specialist. Known for her ability to create order and find creative solutions, Alyssa keeps the bigger picture in mind to ensure her work delivers meaningful, sustainable results.

Her career journey began in 2012 with the auto loan industry, which laid the groundwork for her transition into retail banking. It was there that Alyssa discovered her passion for finance and made the leap into wealth management. Throughout her career, Alyssa has earned several industry certifications, including the Series 6 and Series 63, and is now preparing to pursue the Financial Paraplanner Qualified Professional Designation.

While Alyssa was born in North Dakota and has lived in Minnesota, Arizona, and Florida, she proudly calls Indiana her home. She values being part of a community and is dedicated to making a positive difference in people’s lives. Outside of work, she enjoys cooking, reading, thrifting, and exploring the outdoors. Above all, she cherishes spending quality time with her family and close friends. Alyssa is a lifelong learner with a deep commitment to personal growth, always striving to be a positive role model for her daughter, Sophia. Driven by a passion for adventure and discovery, she looks forward to the opportunities and experiences that lie ahead.

Alyssa Summers

About Fi3.