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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.



Nate Breiby, CFP®, CRC® Photo
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Nate Breiby, CFP®, CRC®

Senior Wealth Advisor

Nate Breiby, CFP®, CRC®

Senior Wealth Advisor

nate.breiby@basepointwealth.com
(563) 582-1606


The reason I got into this business

 I discovered financial planning through a college internship. The firm utilized a life insurance based broker/dealer where agents received incentives to offer their insurance products over others. This led me to become a Certified Financial Planner professional and a fiduciary to place my clients' interest first. From this experience I now understand the different motives financial advisors may have when offering advice.

One thing I'm doing to help our community

 I enjoy presenting to high school and college students on the basic principles of financial planning.

Outside of work, my passions include

Creating memories with my wife, Chelsea, and our daughter Elliette. I also enjoy every season the Midwest has to offer. In the cold winter months you'll find me skiing in the terrain parks of Chestnut Mountain and Sundown Mountain. When the snow melts I enjoy golfing at Meadows Golf Club and Eagle Ridge Resort. 

One goal I am saving for

I am currently saving to finish our basement and fund a college savings account for Elliette. 

The primary way I am advancing my career knowledge

Reading articles, newspapers, magazines and continued education classes.

My personal financial plan is focused on

Managing our cash flow to balance numerous financial goals.

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

Thinking outside of the box to deliver creative and unique financial advice. 

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.