At WealthPoint, we hold our advisors to a very high standard. Each advisor is a Certified Financial Planner™ (CFP®), which requires rigorous coursework, years of experience, a comprehensive exam, and ongoing education requirements. Our educated team of advisors work extremely hard to guide you at each step of your financial journey.
WealthPoint Advisors helps clients achieve a better financial life, both today and in the future. We take the time to get to know each client and their unique financial situations. This allows us to give thorough, meaningful advice in several areas, including investment management, retirement planning, tax planning, wealth protection, wealth transfer, and education planning.
Clients Come First... Always
Clients are always WealthPoint Advisors' top priority, and we pride ourselves on our fiduciary duty to put clients' interest above all else. This means first-class client service from an approachable and accessible team, who ensure that each client is comfortable with our recommendations.
Brent Walker, CFP®, President is head of business operations for WealthPoint Advisors, LLC. His primary responsibilities are business strategy decisions, client communication, investment advice and management, and new client acquisition.
Brent has been helping make clients’ financial lives easier for over 20 years. Brent earned his Certified Financial Planner® designation in 2001 and has been a member of the Financial Planning Association since 2000. Brent graduated from Indiana University with a Bachelor of Science degree in Finance and a minor in Economics. After considerable research to find a good way to serve clients in a fiduciary manner, Brent worked with Mike Skehan to start RJP Investment Advisors in 1998. Brent continued his fee-only journey to serve clients by starting WealthPoint Advisors in October 2009. As a small business owner, Brent understands the mindset of our private business owner clients and how to plan for their personal financial needs.
Brent is a member of the Sertoma Club of East Indianapolis and has served as Treasurer, President, and Chairman of the Board. He is also a Past-President of the IU Kelley School of Business Alumni Association-Indianapolis. Brent is a member of Holy Spirit at Geist Catholic Church and is a Past-President of the Holy Spirit Men’s Club. At home in Fishers, Brent is surrounded by three beautiful redheads, his wife Amanda and their two daughters. Brent and Amanda love touring wineries, spending time with their daughters at the beach, attending IU games, and visiting Lake Michigan. In his down time, he enjoys reading a good book, landscaping, and golfing on a warm and sunny day.
Michael Skehan, CPA, PFS, Senior Advisor is a well-known industry leader who has been recognized for his outstanding contributions both by his peers and community. Skehan was with RJ Pile for 44 years prior to retiring as managing partner to join WealthPoint Advisors LLC.
Mike graduated from Indiana University in 1965 with a BS in Accounting. Prior to that, Mike served in the US Army stationed in Europe. After college, Mike went to work as a staff accountant at RJ Pile and Co. Mike’s Certified Public Accountant designation was earned in 1971, and he served as member and chairman of several committees of both the Indiana CPA Society (INCPAS) and the American Institute of CPAs (AICPA). He became a Partner in 1972 and eventually rose to and served as Managing Partner of the firm. Mike remained with the firm for 44 years until leaving to join WealthPoint Advisors in 2009.
In 1997, Mike earned the designation of Personal Financial Specialist from the AICPA. Mike remains a member of both organizations. In 1999, Mike was awarded the Public Service award for outstanding service in his community by both the INCPAS and the AICPA.
During Mike’s career, he has served as Treasurer of Meridian Street Methodist for approximately 20 years and remains a member of the church. Mike served 6 years as Treasurer on the Indiana Repertory Theatre Board and was a member of the Executive Committee. Mike served approximately 10 years as Treasurer and Executive Committee member of the Eiteljorg Museum of American Indian and Western Art, and he remains on their Advisory Board. At both civic organizations, Mike was instrumental in setting up their endowment and preparing the endowment investment philosophy.
Mike served on the Board of the Friends of White River, an environmental organization. Mike has also served as President of the East Indianapolis Sertoma Club working to open its membership to all. Mike has also served on the board of Indianapolis Fly Casters, and he is an avid fly fisher. Mike is semi-retired and works part-time, as needed, as a senior advisor.
Joshua Bentz, CFP®, Wealth Advisor, helps clients organize and simplify their financial lives by providing comprehensive, personal financial planning.
As a Wealth Advisor, Josh provides comprehensive financial planning for clients. He enjoys getting to know individuals and families so he can give specific, meaningful advice. He believes in being a fiduciary and doing what is in the best interest of clients.
Josh was born and raised in Kendallville, IN. He graduated from Purdue University in 2014 with Bachelor’s Degrees in both Financial Planning and Psychology, plus minors in Management and History. While at Purdue, Josh worked as an intern for a financial planning firm. After graduating, he began his career in Fort Wayne, IN with a fee-only registered investment advisor before relocating to Indianapolis and joining WealthPoint in April 2016.
Outside of work, Josh is a member of the Young Professionals of Central Indiana, and Agave, the young professional board of the Eiteljorg Museum. Josh was also involved with the Indiana Association of Student Councils (IASC) for over 5 years and served as a counselor at IASC’s high school leadership camp.
In his spare time, Josh enjoys traveling, having visited various cities and countries since graduating college. He is also an avid sports fan, especially when it comes to his Boilermakers. Josh lives in downtown Indianapolis, where he spends time exploring the city.
Alex Perkins, CFP®, Wealth Advisor, helps clients accomplish their personal and financial goals through comprehensive wealth management.
Alex is a Wealth Advisor for WealthPoint Advisors, LLC. After a successful career in management consulting where he helped business executives solve their corporate challenges, he decided to pursue a passion in helping families and individuals on the personal side. Alex now enjoys helping his clients answer their most pressing financial and life questions, through a comprehensive, evidence-based wealth management approach.
Alex looks to understand what is most important to our clients, along with what keeps them up at night. This can be anything from balancing living for today with saving for retirement and beyond, to determining the right investment plan. Alex is all about simplicity, especially today in this not so simple world. Alex takes a holistic approach to wealth management, which allows his clients to focus on what’s most important to them instead of the complexities of personal finance.
Alex graduated from Purdue University, where he earned his Bachelor of Science degree in Industrial Engineering, with a minor in Economics.
In his spare time, Alex enjoys playing basketball, traveling, reading, watching sports, spending time with family and friends, and the occasional bourbon. Alex married his dream girl from high school and resides in Fishers, Indiana.
Brie Black, Support Advisor, analyzes financial planning and investment data, provides support for meetings, and helps with back office operations.
Brie is our newest Support Advisor and will be working with financial planning and investment data, providing support for client meetings, and helping with back-office operations while pursuing her CFP accreditation.
Brie grew up in San Antonio, Texas and attended Texas A&M University where she obtained a Bachelor’s degree in Business with minors in Financial Planning and Communication. While in college she worked under a seasoned financial advisor who helped her recognize her passion for helping others understand and grow their financial life.
As an Indiana transplant, Brie likes to explore her adopted home of Indianapolis while keeping up with the Fightin’ Texas Aggies.
Lynn Thompson, Client Service Administrator, coordinates all the back office administrative responsibilities at WealthPoint Advisors.
Lynn coordinates all the back office administrative responsibilities at WealthPoint Advisors, LLC. She holds a Series 65 License, is a Notary Public, and has been working in the investment industry for 13 years, 12 of those years with Brent and Mike. Her responsibilities include establishment and maintenance of client accounts and overseeing day-to-day functional duties involving a considerable assortment of client related functions and office administration procedures. Lynn holds a Purdue University Associate’s Degree in Computer Technology and an Indiana University Bachelor’s Degree in Business Management.
While away from work, you’ll probably find Lynn with her husband at their log cabin in the North Georgia Mountains.
Lynn can be reached at email@example.com.