Allen Wallace

Chief Investment Officer

‍Basepoint Wealth, LLC

Chief Investment Officer

‍Basepoint Wealth, LLC

#leadership #personalfinancialplanning

#NorthAmerica

Allen has been a personal financial planner and wealth advisor for over 22 years. He has broad, in-depth experience in creating and implementing personal financial planning and investment strategies t

Andrew Busa

Director of Financial Planning

‍Adviser

Director of Financial Planning

‍Adviser

#teamleadership #personalfinancialplanning

#NorthAmerica

A seasoned financial planner with a proven background in the financial services industry. Became a CERTIFIED FINANCIAL PLANNER™ in 2017, demonstrating a commitment to excellence. Graduated with a Mast

Quincy Brown

Senior Vice President - Institutional Services

‍Fund Evaluation Group, LLC

Senior Vice President - Institutional Services

‍Fund Evaluation Group, LLC

#teamleadership #personalfinancialplanning

#NorthAmerica

Quincy is currently working as a Senior Vice President - Institutional Services at Fund Evaluation Group, LLC