Kate Wallace

President
Senior Wealth Advisor
Managing Partner

Kate serves as both President of Basepoint Wealth and a Senior Wealth Advisor with over 20 years of experience in developing and supporting the financial plans of families and small business owners. As a managing partner, she fosters a collaborative culture, championing her team’s growth, dedication, and achievements. Throughout her career, Kate has been recognized for her strategic vision and has led numerous successful financial planning initiatives, earning accolades for her impactful work. In 2025, she was recognized by CBJ as one of Iowa’s 500 most Influential Business Leaders.

Kate’s passion for teaching sparked her path to finance. A proud graduate of Kirkwood Community College and Cornell College, where she earned a degree in Psychology and Secondary Education, she recalls the joy of teaching a friend to ride a bike without training wheels. “That same satisfaction drives me today,” Kate shares. “Helping clients achieve their financial goals—whether planning for retirement or building wealth—is incredibly fulfilling.”

Outside the office, Kate enjoys quality time with her husband, Allen, and their three children. She participates in occasional 5K runs for fun, enjoys walking the family dog, and keeps active with strength training, playing tennis and pickleball, and watching her kids play club sports. Kate is a devoted fan of Iowa Hawkeye Athletics, enjoys learning about ancient Egyptian history and culture and has a particular enjoyment for comedy films, always ready for a good laugh.

Kate recently completed a six-year term on the board of directors of the CR Metro YMCA, where she contributed to strategic initiatives enhancing community engagement. She currently serves on the advisory committee for the new Marion YMCA and Community Center. Kate enjoys volunteering with the Hawkeye Area Community Action Program (HACAP) and has served as a former board member of the Professional Women’s Network (PWN), where she focused on programs that empower women in business.

AREAS OF EXPERTISE:

Comprehensive Financial Planning, Retirement Planning, Investment Advice, Women's Financial Planning Strategies

EDUCATION & CREDENTIALS:

Kirkwood Community College

Cornell College, Psychology and Secondary Education

Certified Financial Planning Professional® (CFP®), ChFC®, RICP®, APMA®