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Shelley Woods

Director of Marketing and Public Relations at Basepoint Wealth

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As the Director of Marketing and Public Relations at Basepoint Wealth, I lead and implement marketing campaigns that provide educational and timely finance information to our clients and ...

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BASEPOINT WEALTH

BASEPOINT WEALTH

  • description Description
    Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standar...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Basepoint Wealth Org Chart and Mapping

Employees

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Shayne Boles

Associate Wealth Advisor

Aaron Epstein

Associate Wealth Advisor

John Carstensen

Associate Financial Analyst

Hannah Gerdes

Client Service Associate

Kathy Walvoord

Client Service Associate

Allen Wallace

Chief Investment Officer

Shelley Woods

Director of Marketing and Public Relations

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  • Phone number  :  (***)-***-****
  • Email  :  s****@linnmar.k12.ia.us

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