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Office  |  Dubuque

300 Main Street,  Ste. 325     |     Dubuque, IA 52001     |     (563) 582-1606

CEDAR RAPIDS / IOWA CITY            DUBUQUE             QUAD CITIES             CORPORATE LEADERSHIP


Bryan Knudson, CFP® Photo
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Bryan Knudson, CFP®

Managing Partner & Senior Wealth Advisor

Bryan Knudson, CFP®

Managing 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.
Landis T. Wiley, CFP® Photo
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Landis T. Wiley, CFP®

Managing Partner & Senior Wealth Advisor

Landis T. Wiley, CFP®

Managing Partner & Senior Wealth Advisor

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


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.

Aaron Epstein Photo
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Aaron Epstein

Associate Wealth Advisor

Aaron Epstein

Associate Wealth Advisor

aaron.epstein@basepointwealth.com
(319) 826-1898


The reason I got into this business...

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.

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

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.

Outside of work, my passions include...

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.

One goal I am saving for...

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.

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

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.

My personal financial plan is focused on...

Like most millennials, I am focused on paying off my liabilities, while putting additional cash toward my retirement savings.

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

I plan to have enough money saved to be able to travel the world in retirement.