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Katie Ortgies, CRPC® Photo
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Katie Ortgies, CRPC®

Chief Compliance Officer & Director of Operations

Katie Ortgies, CRPC®

Chief Compliance Officer & Director of Operations

katie.ortgies@basepointwealth.com
(319) 826-1898


The reason I got into this business

After I graduated from UNI in 2008, I didn’t have a clear understanding of where life could or would take me. There was one thing I knew: I love to help people. When I started with the firm in 2011, I realized that my passion to help people was equally matched by the services and advice we provide through investment management and financial planning. Helping our clients achieve financial success is our priority.

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

I am an active member and volunteer at Lisbon United Methodist Church. I currently sit as the co-chair of Worship & Nurture Committee which involves organizing worship services and acting as a leader in the praise band. I also volunteer at Waypoint Services in Cedar Rapids. 

Outside of work, my passions include...

Spending time with my husband and three children. I also enjoy playing my guitars, singing, canoeing, stand-up paddle boarding, crafting, and reading.

One goal I am saving for...

We recently purchased a new home to accommodate our growing family.  One of our home-improvement goals is to gradually re-landscape the backyard with a garden and a patio. 

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

As the Chief Compliance Officer and Director of Operations, I am constantly keeping up to date on rules and regulations, along with helping to develop new systems and processes to help best serve and protect our clients.  The world of finance is ever-changing, and it’s important for us to stay informed of changes in the markets and legislation.

My personal financial plan is focused on...

Balance; paying down liabilities while saving for retirement and future education expenses for the kiddos. 

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

Constantly learning, growing, and challenging myself, both personally and professionally. 

Jeff Jennings Photo
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Jeff Jennings

Operations Specialist

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.



Hannah Gerdes Photo
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Hannah Gerdes

Client Service Associate

Hannah Gerdes

Client Service Associate

hannah.gerdes@basepointwealth.com
(319) 826-1898

The reason I got into this business...

love helping people, I’m excited to learn more about this industry and I am eager to work with clients to help them achieve their financial goals in any way I can. 

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

Currently I volunteer at a local library for their organized toddler reading activities. I am a firm believer in teaching children to love reading at a young age 

Outside of work, my passions include... 

Spending time with my son, Anthony. I also enjoy going to the gym, cooking and spending time outdoors. 

One goal I am saving for... 

To buy my first home and put down some roots.

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

By utilizing my resources, listening to my co-workers and reading new books about the industry. I am constantly learning new things to help grow my knowledge. I also plan to return to school in the near future 

My personal financial plan is focused on...

Stability and sticking to a budget. As well as saving for my son’s educational future 

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

Learning and experiencing as much as I can while I am ablewhile staying within the limits of a budget and being disciplined.  

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Marci Flanagan

Director of First Impressions - Cedar Rapids

Marci Flanagan

Director of First Impressions - Cedar Rapids


The reason I got into this business...

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.

Outside of work, my passions include...

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.

One goal I am saving for...

Although we are not quite there yet, as empty nesters, my husband and I have our eyes on the prize: RETIREMENT!

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

I am always learning on the job; constantly asking questions and listening to my coworkers.

My personal financial plan is focused on...

See goal I am saving for... RETIREMENT!

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

Continuing to engage in smart saving and wise investing has shown me that I can reach my goals.