4144 Golf Street NE | Cedar Rapids, IA 52402 | (319) 826-1898
President & Senior Wealth Advisor
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.
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).
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.
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!
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 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.
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.
Managing Partner & Senior Wealth Advisor
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.
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!
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!
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.
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.
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.
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.
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.
My wife and I are passionate about the planet and our environment. We try and do all we can to reduce our imprint.
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.
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.
Balance. Managing a family budget and saving with long-term goals like college and retirement.
Senior Wealth Advisor
I became a financial advisor to provide sound financial advice that allows people to prosper and obtain the retirement lifestyle they desire.
I am an active volunteer with Habitat for Humanity.
I am an avid hobby woodworker and enjoy traveling and snow skiing.
I am excited to be saving up for a trip to Italy my wife and I are planning to take in 2018.
I am passionate about studying any areas relevent to my individual clients’ needs - most recently that is in the form of my RICP® (Retirement Income Certified Professional) designation.
As I prepare for retirement in the next few years, my current focus is on our budget and planning for retirement.
My financial conversations start with the basics, such as the prioritization of spending, and a savings plan for the future. This allows for the creation of options and opportunities for my client.
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.
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.
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.
Currently, we are saving for a new vehicle as we’ve outgrown our current family hauler.
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.
Really a balanced approach to both short term and long term savings.
Continuing to learn and growing my network to acquire more knowledge and be able to do more with money for my clients.
Associate Wealth Advisor
As a recent college graduate, I understand the pressures of financial stability. I chose this path to not only gain the knowledge and experience to help myself, but to also help others attain financial confidence.
My favorite volunteer activity is assisting in Special Olympics Iowa programs.
I can often be found at the gym getting in a workout, playing pickup games (usually basketball), or cheering on the Iowa Hawkeyes, my alma mater.
Like most individuals my age, I currently am saving up to buy my first home and to eventually start a family.
I am fortunate enough to work in an environment where I am always learning from the knowledge and experience of my coworkers.
My financial plan is to instill discipline into the management of my money - save now, spend later.
Similar to my financial plan, I am working on staying disciplined and sticking to a budget that not only is comfortable, but allows me to achieve my long term goals.
After attending Mount Mercy University and receiving my bachelor’s degree in accounting, I made the decision to enter the finance industry with the hopes of using my knowledge to help people make educated decisions in pursuit of achieving their financial goals.
I enjoy coaching club youth soccer in Eastern Iowa. I have had the pleasure of helping kids that are unable to afford the price of competing by working with a group of parents to create an “everybody plays” program - ensuring that any child that wants to participate has the opportunity.
I thoroughly enjoy sporting events, spending time in the outdoors, traveling to new places with my fiancé, and creating irreplaceable memories with family and friends.
In 2016, I made the purchase of a new home with my fiancé and we are saving once again so we can complete a few home improvement projects: finishing the basement, extending the deck, and possibly a pool if she gets her way.
Being new to the industry I try to absorb more advanced knowledge through collaborating with others, reading a variety of literature, and listening to financial podcasts.
Like most millennials, I am focused on paying off my liabilities, while putting additional cash toward my retirement savings.
I plan to have enough money saved to be able to travel the world in retirement.
Associate Financial Analyst
Why I got into the business
Helping people is something I have always desired in a career. After graduating from the University of Iowa with a degree in Economics, I found that finance was the best avenue for me to pursue something I love while still helping and educating the people within my community.
One thing I am doing to help our community
In the spring, I volunteer as a golf coach. The best part of volunteering as a golf coach is watching students develop their game both physically and mentally. There is nothing more exciting than seeing a drastic improvement in a golfer due to how they think their way around a golf course.
Outside of work, my passions include
Baseball, golfing, fishing, and spending time with family and friends.
One goal I am saving for
As a recent college graduate, I have begun saving for a new place to live and a new vehicle.
The primary way I am advancing my career knowledge
Studying for the Chartered Financial Analysist designation.
My personal financial plan focuses on
At the moment, my focus is primarily paying off student loans and increasing my emergency funds. Once I feel comfortable with those, I plan on developing my financial portfolio.
I am trying to expand what is possible with money by
Expanding my experiences and relationships. I am a firm believer that possessions cannot bring happiness. True happiness is found in developing relationships and sharing experiences and memories with others close to you.
Director of First Impressions - Cedar Rapids
After a couple of years as a substitute teacher, I knew I was ready for a family. I was able to devote my time and energy to being a full-time mother of four daughters. The opportunity to work within the community again came when I was offered a position as a receptionist for a tax office, which eventually led me to the transition of my position as Office Manager at Basepoint Wealth.
I love making our house a home, and spending time with family and friends. I enjoy healthy eating and walking regularly, as long as it is at least 70°! Our cat, Donovan holds an extra special place in my heart.
Although we are not quite there yet, as empty nesters, my husband and I have our eyes on the prize: RETIREMENT!
I am always learning on the job; constantly asking questions and listening to my coworkers.
See goal I am saving for... RETIREMENT!
Continuing to engage in smart saving and wise investing has shown me that I can reach my goals.