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.

Advisors

Kate Wallace
Kate Wallace

President
Senior Wealth Advisor
Founding Partner

CFP®, ChFC®, RICP®, APMA®

Scott Cooley
Scott Cooley

Wealth Advisor

CFP®, ChFC®, CLU®, RICP®

Bryan Knudson
Bryan Knudson

Senior Wealth Advisor
Founding Partner

CFP®

Aaron Epstein
Aaron Epstein

Associate Wealth Advisor

Landis T. Wiley
Landis T. Wiley

Director of Business Development
Senior Wealth Advisor
Founding Partner

CFP®

Shayne Boles
Shayne Boles

Associate Wealth Advisor

Kirk A. Sadilek
Kirk A. Sadilek

Senior Wealth Advisor

AIF®, ChFC®, RICP®, CFP®

Ryan Watermiller
Ryan Watermiller

Wealth Advisor

Investment Department

W. Allen Wallace
W. Allen Wallace

Chief Investment Officer
Founding Partner

CFA, CPA/PFS, CFP®, MBA

John Carstensen
John Carstensen

Associate Financial Analyst

Andrew Mong
Andrew Mong

Associate Financial Analyst

Operations

Katie Ortgies
Katie Ortgies

Chief Compliance Officer
Director of Operations
Founding Partner

CRPC®

Jeff Jennings
Jeff Jennings

Operations Specialist

Connor Vincent
Connor Vincent

Staff Accountant

Client Support

Hannah Gerdes
Hannah Gerdes

Client Service Associate

Jordan Holmes
Jordan Holmes

Client Service Associate

MBA

Kathy Walvoord
Kathy Walvoord

Client Service Associate

Marci Flanagan
Marci Flanagan

Director of First Impressions