Our Team

At Basepoint Wealth we put a priority on building a highly competent team that works for you.  Our experienced financial advisors, investment professionals and tax experts are committed to continuous learning and growth, all in the interest of delivering our clients a superior wealth management experience.

Interested in Joining the Basepoint Wealth team?

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Advisors

Kate Wallace

CFP®, ChFC®, RICP®, APMA®
President
Senior Wealth Advisor
Partner

Cedar Rapids, Davenport

Bryan Knudson

CFP®
Senior Wealth Advisor
Partner

Cedar Rapids, Dubuque, Davenport

Landis T. Wiley

CFP®
Director of Business Development
Senior Wealth Advisor
Partner

Cedar Rapids

Kirk A. Sadilek

AIF®, ChFC®, RICP®, CFP®
Senior Wealth Advisor

Cedar Rapids

Scott Cooley

CFP®, ChFC®, CLU®, RICP®
Wealth Advisor

Cedar Rapids, Iowa City

Ryan Watermiller

Wealth Advisor

Des Moines

Shayne Boles

Associate Wealth Advisor

Davenport

Aaron Epstein

Associate Wealth Advisor

Cedar Rapids

Investment Department

W. Allen Wallace

CFA, CPA/PFS, CFP®
Chief Investment Officer
Partner

Cedar Rapids

John Carstensen

Associate Financial Analyst

Cedar Rapids

Andrew Mong

Associate Financial Analyst

Cedar Rapids

Operations & Support

Katie Ortgies

CRPC®
Chief Compliance Officer
Director of Operations
Partner

Cedar Rapids

Jeff Jennings

Operations Specialist

Cedar Rapids

Hannah Gerdes

Client Service Associate

Cedar Rapids

Kathy Walvoord

Client Service Associate

Cedar Rapids

Marci Flanagan

Director of First Impressions

Cedar Rapids