Alyssa M. Wheeling

“Supporting a team of advisors that work together to bring both short term and long term goals alive for our clients is one of many things that I enjoy about working for SFG. It is such a privilege to see our clients dreams fulfilled when thorough, thoughtful and precise financial plans are put in place and attained.”

As Assistant Vice President of Operations, Alyssa brings 10+ years of experience to SFG. She works closely with our firm’s advisors to ensure prompt and seamless client service. Alyssa started at SFG as a Mortgage Broker, and then advanced into a Marketing role where she was responsible for managing the firm’s client programs. Her position in Marketing aligned with Sales Management, where she began to work closely with the advisors to focus on client outreach and growth. Alyssa’s experience in Marketing and Client Service helps her to provide excellent operational support to the advisors.

Alyssa graduated from Valparaiso University with her Bachelor of Arts in Communications and an emphasis on Media Law. She is a Business Management Certificate from Valparaiso University, and is currently working on the completion of her MBA.

Alyssa is an active member of her church. She is married with three children, two sons and a daughter. When she is not in the office, Alyssa enjoys spending time with her family, reading, and she recently began taking art classes.

Alyssa’s Qualifications

• Education
  • Bachelor of Arts in Communication, Valparaiso University