facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Office  |  Quad Cities

4620 E. 53rd Street, Ste. 203     |     Davenport, IA 52807     |     (319) 826-1898

CEDAR RAPIDS / IOWA CITY            DUBUQUE             QUAD CITIES             CORPORATE LEADERSHIP


Kate Wallace, CFP®, ChFC®, RICP®, APMA® Photo
Read Bio

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

President & Senior Wealth Advisor

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.

Bryan Knudson, CFP® Photo
Read Bio

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 this business...

After graduating from Iowa State with a degree in Marketing, I was introduced to this career path. From there, the intricacies of the world of investing and finance had me hooked and I was determined to learn all I could about the business. Before I knew it I was on my way to earning my CFP® and have now been helping others find the balance between finance and lifestyle for 14 years.

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

My wife and I are avid recyclers. We do everything we can to reduce our carbon footprint, not be wasteful, and repurpose as much as we can.

We know this will provide a better world for our two children and hope to set a great example for them to follow.

Outside of work, my passions include...

Family is always number one - my wife Jess, and our children, William and Whitney, are my world. We all enjoy living a healthy lifestyle through fitness, outdoor recreational activities like hiking, camping, and skiing, and finally, pairing new recipes with our favorite wine.

One goal I am saving for...

We are in the process of finishing our basement. I love working with my hands and plan on completing as much work as possible myself.

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

My biggest goal right now is to enroll in the Masters of Financial Planning program at Iowa State next year. I know I can also always count on my peers to provide a valuable perspective and often use other professionals in the industry as a resource.

My personal financial plan is focused on...

Short Term - Cash flow for the current calendar year, a ski trip to Montana next year, and finishing the basement. Intermediate Term - my children’s education and the success of our business.

Long Term - a relaxing and adventurous retirement.

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

I often try to encourage my retirement-ready clients to think about their legacy. Who do they want to benefit? A charity? Their family? Their community?

Shayne Boles Photo
Read Bio

Shayne Boles

Associate Wealth Advisor

Shayne Boles

Associate Wealth Advisor

shayne.boles@basepointwealth.com
(319) 826-1898


The reason I got into this business...

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.

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

My favorite volunteer activity is assisting in Special Olympics Iowa programs.

Outside of work, my passions include...

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.

One goal I am saving for...

Like most individuals my age, I currently am saving up to buy my first home and to eventually start a family.

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

I am fortunate enough to work in an environment where I am always learning from the knowledge and experience of my coworkers.

My personal financial plan is focused on...

My financial plan is to instill discipline into the management of my money - save now, spend later.

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

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.

Aaron Epstein Photo
Read Bio

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.