Our Team
At Basepoint Wealth we put a priority on building a highly competent team that works for you. Our experienced financial advisors, investment professionals and tax experts are committed to continuous learning and growth, all in the interest of delivering our clients a superior wealth management experience.
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Advisors
Kate Wallace
CFP®, ChFC®, RICP®, APMA®
President
Senior Wealth Advisor
Partner
Cedar Rapids, Davenport
Bryan Knudson
CFP®
Senior Wealth Advisor
Partner
Cedar Rapids, Dubuque, Davenport
Landis T. Wiley
CFP®
Director of Business Development
Senior Wealth Advisor
Partner
Cedar Rapids
Scott Cooley
CFP®, ChFC®, CLU®, RICP®
Wealth Advisor
Cedar Rapids, Iowa City
Ryan Watermiller
Wealth Advisor
Des Moines
Shayne Boles
Associate Wealth Advisor
Davenport
Aaron Epstein
Associate Wealth Advisor
Cedar Rapids
Investment Department
W. Allen Wallace
CFA, CPA/PFS, CFP®
Chief Investment Officer
Partner
Cedar Rapids
John Carstensen
Associate Financial Analyst
Cedar Rapids
Andrew Mong
Associate Financial Analyst
Cedar Rapids
Operations & Support
Katie Ortgies
CRPC®
Chief Compliance Officer
Director of Operations
Partner
Cedar Rapids
Jeff Jennings
Operations Specialist
Cedar Rapids
Hannah Gerdes
Client Service Associate
Cedar Rapids
Kathy Walvoord
Client Service Associate
Cedar Rapids
Marci Flanagan
Director of First Impressions
Cedar Rapids