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.
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:
Comprehensive Financial Planning, Retirement Planning, Employer Plan and Executive Benefits (Stock Options/Grants), Investment Planning and Estate/Legacy Planning
EDUCATION & CREDENTIALS:
Iowa State University
Certified Financial Planning Professional® (CFP®)
Cedar Rapids, Iowa