🏆 Celebrating Scott Cooley: 40 Under 40 Honoree 🏆
- Basepoint Wealth
- 9 hours ago
- 3 min read
Basepoint Wealth’s own Scott Cooley was recently recognized among the region’s 40 Under 40. This honor recognizes leadership, integrity, and a passion for helping others succeed. Learn more about his journey, mentors, and what motivates his work both in and outside the office.
We’re proud to celebrate one of our own — Scott Cooley, CFP®, ChFC®, CLU®, RICP®, Senior Wealth Advisor at Basepoint Wealth — who was recently recognized as one of the region’s 40 Under 40 honorees.
This award honors rising leaders who demonstrate professional excellence, community involvement, and a passion for making a difference. Scott embodies all of those qualities and more.
From growing up in Washington, Iowa, to serving families across the state with thoughtful financial guidance, Scott’s career has been shaped by meaningful mentorship, hard work, and a deep commitment to helping others succeed.
At Basepoint, we’ve seen firsthand how Scott’s leadership and empathy make an impact — whether he’s guiding clients toward financial confidence, mentoring new advisors, or prioritizing what matters most: his family.
“My primary goal is to be a father my children love and are proud of, and a husband my wife can always count on. The work I do and the career I build are in service of that larger purpose.”– Scott Cooley
We couldn’t be prouder to have Scott as part of our Basepoint Wealth team!
Get to Know Scott
Name: Scott Cooley
Title: Senior Wealth Advisor
Firm: Basepoint Wealth
Age: 39
Residence: North Liberty, Iowa
Hometown: Washington, Iowa
Education: University of Iowa
What was your first job? A paper route.
Who do you consider your local mentors?
Josh Oswald, financial advisor at HJR Financial Group, was my first mentor while I was learning how to be a financial advisor at my previous firm.
Jordan Montgomery, founder, keynote speaker, and performance coach, Montgomery Companies — he recruited me into this industry and was a major help in my early success.
Allen Wallace, chief investment officer and managing partner, Basepoint Wealth — one of our firm’s partners who has helped me become an even better financial planner for my clients.
What do you consider your “big break” in your career so far? My big break was when I was first introduced to Landis Wiley at Basepoint Wealth. After conversations with him and the other partners, I realized we all shared the same value of always working in the best interest of our clients. I joined Basepoint in September 2018.
What would most people be surprised to learn about you? I slept on the streets in LA to go to Bob Barker’s second-to-last episode of The Price is Right — and got on stage to meet him after the show!
If you had $1 million to give, what causes would you support? I lost my dad to leukemia when I was a teenager, so I would support the Leukemia and Lymphoma Society. I’d also like to support local food banks, including the North Liberty Community Pantry, to help ensure everyone has access to food.
What do you want to accomplish by the time you are 50? When I look ahead to 50, my primary goal is to be a father my children love and are proud of, and a husband my wife can always count on. The work I do and the career I build are in service of that larger purpose. Every decision I make is influenced by my desire to provide a stable and loving home, which gives me incredible focus and drive to succeed in all aspects of my life.
Congratulations, Scott! Your Basepoint family celebrates you and all you’ve achieved — both professionally and personally.
About Basepoint Wealth: As a fee-only fiduciary firm with offices in Cedar Rapids, Dubuque, and Davenport, Iowa, we are committed to delivering transparent, client-first advice. Our experienced team provides personalized financial planning and investment strategies designed to align your wealth with your life’s purpose—because from here, you can go anywhere.
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