Adding 15 years of valuable advisory experience to our Basepoint Wealth team, KC thrives on giving clients confidence and hope in their financial future. The relationships he develops with clients are built on a foundation of trust and open communication. Learning about what is important to each individual client and making sure those things are well taken care of, is at the cornerstone of his holistic approach. He holds Series 6, 63, 65, and 7 registrations and is completing his CFP® designation in the coming months.
A native Cedar Rapidian, KC graduated from Coe College with a double major in Business and Psychology and entered into the financial industry as an advisor. While at Coe, KC played football and golf for the Kohawks. These days he enjoys playing golf and basketball and is a avid fan of the Kansas City Chiefs, Iowa Hawkeyes and Chicago Cubs.
Along with his wife Ellen and son Emmett, they enjoy being active in their church and fishing and camping in Minnesota and Wisconsin each summer. KC is active in the Kiwanis Club of Vinton and a former board member of the Salvation Army, an organization he continues to support. He fosters his love of learning through reading and traveling as much as possible. They hope to travel to St. Andrew's in Scotland in the future.
AREAS OF EXPERTISE:
Comprehensive Financial Planning, Retirement Distribution, Surviving Spouse Support & Guidance
EDUCATION & CREDENTIALS:
Coe College, BA Double Major Business & Psychology
Series 6, 63, 65, and 7 registrations
Cedar Rapids, Iowa