Senior Wealth Advisor
As a Senior Wealth Advisor and one of Basepoint Wealth's founding partners, Bryan brings nearly 20 years of industry experience helping individuals and families achieve their financial goals. He is focused on building a practice centered around his clients’ unique needs. He believes in a flexible, low-pressure environment when working with clients, understanding their values and goals, creating a plan, and being there every step of the way.
After graduating from Iowa State University with a B.S. from the College of Business, he was introduced to this career path in 2003 and immediately took an interest in the world of economics, investing and personal finance.
His passion for helping others and striving to deliver the highest level of advice led him to earn his CFP® designation in 2011. In October 2023, Bryan was awarded his CPWA® certification. CPWA certified advisors are seasoned professionals with at least five years of experience and training that positions them to serve high-net-worth clients. CPWA certified advisors take a holistic and multidisciplinary approach to advising that includes wealth strategies, estate planning, tax management, legacy planning, and family dynamics.Their advanced knowledge of the wealth lifecycle (accumulation, preservation and distribution) allows them to advise their clients on specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Outside of the office, Bryan stays active and enjoys spending time outdoors hiking trails, biking, running, and skiing. Together with his wife Jess and two children William and Whitney, they love to cook, travel, and explore. Bryan serves as a volunteer coach supporting and encouraging young people.
AREAS OF EXPERTISE:
High Net Worth Individuals, Comprehensive Financial Planning, Retirement Planning, Employer Plan and Executive Compensation (Stock Options/Grants), Tax Planning, Investment Planning, Closely Held Business Planning, Charitable and Estate/Legacy Planning
EDUCATION & CREDENTIALS:
Iowa State University
Certified Financial Planning Professional® CFP®
Certified Private Wealth Advisor CPWA®
Cedar Rapids, Iowa