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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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Employees

Kathy Walvoord

Client Service Associate

Allen Wallace

Chief Investment Officer

Hannah Gerdes

Client Service Associate

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Aaron Epstein

Associate Wealth Advisor

Shelley Woods

Director of Marketing and Public Relations

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