Alyssa | Onboarding Specialist | Summit View Wealth Managmnt

Alyssa Sumpter

Client Concierge and Onboarding Specialist

She’s meticulously detail-oriented, ambitious, responsible, and carries with her the most noble of intentions. Her passion is holding things together for others while striving to be an expert in her field. She is enthusiastic and dedicated to helping others live a purposeful life —she’s our Client Concierge and Onboarding Specialist, Alyssa Sumpter.

Alyssa is your go-to for client onboarding, plan updates and account maintenance. She will never let a stone go unturned and is always happy to help. She’s passionate, excited and determined to continue paving her career path in financial services with Summit View Wealth Management while working alongside our advisory team.

Alyssa is a proud fiancé, dog mom, friend and University of Maryland Terrapin.