Kate Wallace, CFP®, ChFC®, RICP®, APMA®

President // Senior Wealth Advisor

kate.wallace@basepointwealth.com
(319) 826-1898

The reason I got into this business...

My degree from Cornell is in Psychology and Secondary Education. I always wanted to be a teacher. I remember the first time I taught a neighborhood friend to ride his bike without training wheels; it was so satisfying! Although I didn’t end up teaching high schoolers, what I love about my career is the same feeling I get today when I help someone achieve a financial goal. It is very fulfilling to be a part of the process.

One thing I am doing to help our community...

My community means so much to me as does my role on the board at our local YMCA, and volunteer with HACAP (Hawkeye Area Community Action Program).

Outside of work, my passions include...

I’m a founding member of Orangetheory Fitness Cedar Rapids, which is my favorite place for “me time.”  I recently joined a women’s tennis team and have enjoyed playing when my schedule allows.  

I’ve always been interested in Ancient Egypt, so I love to visit museums with exhibits or read about their civilization.

Who doesn’t enjoy a Netflix marathon in their spare time? I’ve recently been watching the television sitcom, “Cheers.” It’s such a great show and a little walk down memory lane.

One goal I am saving for...

I am proud to say that we are in the midst of accomplishing a goal we saved for - paying for our son, Jake’s, college education!  He’s a student at the University of Iowa.  Go Hawks!

The primary way I am advancing my career knowledge...

My most recent advancement was acquiring my APMA (Accredited Portfolio Management Advisor).

Every year I enjoy taking the time to keep up on my continuing education requirements to keep my CFP designation current.  

My personal financial plan is focused on...

My personal financial plan is focused on financial security. Like a lot of my clients, I don’t ever want to worry about money.  I just want my family and I to feel secure in our financial situation.

I am trying to expand what is possible with money by...

Applying my years of experience and hours of advanced education to help my clients. Being in this career allows me to help others by utilizing my time, resources, and knowledge of the financial industry to better help the people I care about most.

W. Allen Wallace, CFA, CPA/PFS, CFP®

Chief Investment Officer

allen.wallace@basepointwealth.com 
(319) 826-1898

The reason I got into this business

I love solving problems. This profession provides an endless stream of opportunities to turn important financial problems into financial successes for our clients. While the basic rules of financial planning are simple, mastery of the depth and layers of complexity is definitely not easy!

One thing I'm doing to help our community

Kate and I enjoy supporting the local YMCA after many years of support from them growing up.

Outside of work, my passions include

Learning new things, watching my children grow, and spending time with friends and family.

One goal I'm saving for

Education is very important to me, and it is important to my family to provide a sound education for our children.

The primary way I'm advancing my career knowledge

I am constantly reading - my children think I'm a book with arms and legs.

My financial plan is focused on

Priority number one is managing the things we can control, while also preparing ourselves for the things we can't.

I'm trying to expand what's possible with money by

I aim to identify strategies that are tested by time and using them in creative ways that provide opportunities while minimizing risk.

Landis T. Wiley, CFP®

Partner // Director of Business Development

landis.wiley@basepointwealth.com
(319) 826-1898

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The reason I got into this business

As a child, I saw the impact good financial planning and advice can have on people.  My parents were fortunate to work with an advisor in a day and age when the industry was littered with salesmen and brokers.   At the age of 10, I got to see their adviser's work in action, and I was fascinated.  By the time I got to college, I knew eventually I wanted to get into financial planning.

One thing I'm doing to help our community

I enjoy volunteering for organizations where my problem solving nature can help the organization grow or become more successful.  Ask me today which one I'm working on, it's probably different than a week or month ago!

Outside of work, my passions include

First and foremost is my family:  my wife Sally and three sons, Beckett, Theo, and Grady make my day.  Beyond that, I love to golf, and do yard work.  "Down time" isn't a thing I do well at!

One goal I am saving for

I figure college might cost about $500,000 per kid by the time mine get there (sarcasm, maybe...).  So let's go with that one.  

The primary way I am advancing my career knowledge

I love to read - anything and everything.  I find having a breadth of knowledge on topics both related and seemingly unrelated to financial matters is incredibly helpful when working with clients. Beyond that, I try to talk to as many people in the industry as I can, and shamelessly borrow the best ideas.

My personal financial plan is focused on

Stability for my family, and balancing the long term savings needs and goals with the requirement that we still enjoy life in the here and now.

I'm trying to expand what is possible with money by

Being as knowledgeable about as many things as I possibly can be, so that when a client or a peer looks to me for an idea, I have a solid foundation from which to dive in and go chase down the solution that nobody else would think to find.

Bryan Knudson, CFP®

Partner // Senior Wealth Advisor

bryan.knudson@basepointwealth.com 
(319) 826-1898

The reason I got into the business

After graduating from Iowa State University with a degree in Marketing, I was introduced to this career path.  I immediately took an interest in the world of investing and finance.  My passion for helping others and striving to deliver the highest level of advice led me to earn my CFP® designation in 2011.

One thing I am doing to help our community

My wife and I are passionate about the planet and our environment.  We try and do all we can to reduce our imprint. 

Outside of work, my passions include

Spending time with my wife Jess and our children, William and Whitney.  We enjoy living a healthy lifestyle through fitness, sports, and outdoor recreational activities like hiking, skiing, and camping.  I love to cook and try new recipes. 

One goal I am saving for

College.      

The primary way I am advancing my career knowledge

Engaging in economic and market/investing material as often as possible, whether through reading, watching or listening.  I like to get different perspectives, from both inside the industry as well as outside.  Working with high-level professionals and business owners also gives me a window into the passion and expertise they bring to their industry, I try to bring the same to ours. 

My personal financial plan is focused on

Balance.  Managing a family budget and saving with long-term goals like college and retirement. 

I am trying to expand what is possible with money by

Helping clients understand and differentiate between a good investment and the market, how investing, compounding interest, and risk can allow you to achieve bigger/better goals or get there more quickly over time, and a legacy plan can mean many things, but what is important is to understand what is important to you.

Scott Cooley, CFP®, ChFC®, CLU®, RICP®

 Wealth Advisor

scott.cooley@basepointwealth.com
(319) 826-1898

The reason I got into this business

Growing up we didn’t have much money.  I saw how my mom was able to stretch our dollars each and every month through wise budgeting and planning.  This experience drove me to want to help other people learn ways to make their money work for them.

One thing I'm doing to help our community

My wife, Meghan, and I focus our charitable efforts on helping low income and homeless people and families in our community.  We donate clothes, food and more to the local pantry.

Outside of work, my passions include

My favorite thing to do is to spend time with my wife and our two kids, Nile and Eden.  I am also a huge fan of the Iowa Hawkeyes and most sports.  I also enjoy learning about almost everything and love trivia.

One goal I'm saving for

Currently, we are saving for a new vehicle as we’ve outgrown our current family hauler.

The primary way I'm advancing my career knowledge

After earning my Retirement Income Certified Professional (RICP) credential last year I’ve been more focused on reading books and articles to continue learning and growing.

My financial plan is focused on

Really a balanced approach to both short term and long term savings.

I'm trying to expand what's possible with money by

Continuing to learn and growing my network to acquire more knowledge and be able to do more with money for my clients.

Andrew Mong

Associate Financial Analyst

andrew.mong@basepointwealth.com
(319) 826-1898

Why I got into the business

I have always enjoyed learning about investments and the flow of money. I studied finance and accounting at Iowa State University with the intent to work in finance after graduation. 

One thing I am doing to help our community

I enjoy donating supplies to my local humane society.

Outside of work, my passions include

Tennis, golf, playing the piano and spending time with my friends and family.

One goal I am saving for

My overall goal is to continue saving to build my investment portfolio. I have an opportunity to save while I’m young and allow the power of compounding to work over time.  

The primary way I am advancing my career knowledge

I am currently studying in preparation for the CFA exam.

My personal financial plan focuses on

Saving and investing as much as I can to help provide financial security later in life. 

I am trying to expand what is possible with money by

Utilizing the information I learn while studying for my CFA designation to provide value to the investment strategies we employ for our clients.

Jeff Jennings

Operations Specialist

jeff.jennings@basepointwealth.com
(319) 826-1898

The reason I got into this business

I have always been a people person.  I enjoy being able to make a personal connection with a client, learn what is important to them, and help them achieve the goals and dreams they have for themselves.

One thing I'm doing to help our community

My girlfriend and I volunteer with the Iowa Weimaraner Rescue based in Des Moines.  We regularly provide a foster home for rescued Weimaraner’s and get them ready to go to their “fur-ever” home (even if it ends up being OUR home!)

Outside of work, my passions include

I enjoy spending time with my girlfriend and our ever-changing pack of dogs; FaceTime with her 3 grandchildren; and I also look forward to Hawkeye & Steeler football in the fall.

One goal I am saving for

The anticipated future weddings for my 2 daughters!

The primary way I am advancing my career knowledge

I always strive to use the internal resources available to me, as well as listen to my peers, learning from their experience.

My personal financial plan is focused on

A balanced budget is important to me; controlling expenses to allow for limited debt usage and increasing my savings for retirement.

I'm trying to expand what is possible with money by

Continually applying fiscal responsibility to my everyday life.