Amanda Wendling GRIT Capital Kate GRIT: A passion for a particular long-term goal coupled with a powerful motivation to achieve that goal. That's what drives Amanda Wendling. partner at Grit Capital, a business consulting and private equity firm. Amanda did not waste time entering Wallace President - Senior Wealth Acvisor Basepoint Wealth the professional world. While studying advertising at lowa State she worked What would I want if I were looking for a financial advisor?r That question full-time for a marketing firm. Learning from seasoned marketing experts was the catalyst for a career in the financial services industry for Kate proved invaluable to her career. Wallace, President of Basepoint Wealth, one of Eastern lowa's largest independent, fee-only fiduciaries. "People seeking financial advice want In 2015 Amanda was promoted to Marketing Director at BerganKDV. "I saw a just that - advice. All too often, clients seeking help making financial need for more structure during the acquisition process so I worked hard to do decisions are actually sold a product under the guise of financial planning. that at the leadership team level" She then took what she had learned and applied it to a new firm she helped found, Grit Capital. Amanda believes that Kate Wallace started her career as a financial advisor immediately after each individual and each organization is unique, with their own story. The greatest opportunities come when we make an effort to connect and build relationships." graduating from Cornell College with a degree in Secondary Education. Although she didn't have a finance background, she was committed to the idea of helping individuals with their financial goals. It is very fulfilling to be a part of the process. While Amanda loves her role at Grit Capital, it does not come without challenges. "Sometimes I find it challenging to express the depths of marketing. When Kate met her husband Allen, they were each working as independent I believe all interactions either move you closer or further from your customers financial advisors. They shared a vision to create a firm and build a team of and potential customers. Your marketing mind should always be on." highly qualified professionals that innovate, execute, and deliver cutting edge financial strategies to clients. As a result, Basepoint Wealth was founded. Their mission is to provide unrivaled financial advice though a seamless, When asked what advice she would give other professional women Amanda nteractive, cost effective process to track and meet goals. We want to put said, "Bring other women with you! If you find yourself with a seat at the table, our dients first, provide top notch advice and service and have fun doing it" pull up a chair and invite another woman to sit down." Kate is passionate about what she does and is determined to change the financial services industry for the better. "I want Basepoint Wealth to be The Grit philosophy has proven to be a good compass for Amanda in her personal and professional life. "Iwant to continue to help individuals and a launch pad for the masses of financial advisors that are currently organizations tell their stories in a compelling way while balancing my family charging their clients commissions. I want to provide a platform for other life. I want my family to see a mom and wife who works hard doing work she advisors to work as a fiduciary for their clients. If I can do that, then I've enjoys, and comes home to play, love and learn hard with them!" done my part." Kris Del Valerie Andrea Lisa Julie Koeppen Senior Mng on Offic Bassett Peing McQuillen sder anh age Herzog Worm McVay Vee Paside Asistat v hider Prate Bake F&M BANK PRIVATE BANKING, REDEFINED. 4000 1st Ave. NE · 200 First Street SW www.fmbank.biz "The Right Choice" MEMBER ON Amanda Wendling GRIT Capital Kate GRIT: A passion for a particular long-term goal coupled with a powerful motivation to achieve that goal. That's what drives Amanda Wendling. partner at Grit Capital, a business consulting and private equity firm. Amanda did not waste time entering Wallace President - Senior Wealth Acvisor Basepoint Wealth the professional world. While studying advertising at lowa State she worked What would I want if I were looking for a financial advisor?r That question full-time for a marketing firm. Learning from seasoned marketing experts was the catalyst for a career in the financial services industry for Kate proved invaluable to her career. Wallace, President of Basepoint Wealth, one of Eastern lowa's largest independent, fee-only fiduciaries. "People seeking financial advice want In 2015 Amanda was promoted to Marketing Director at BerganKDV. "I saw a just that - advice. All too often, clients seeking help making financial need for more structure during the acquisition process so I worked hard to do decisions are actually sold a product under the guise of financial planning. that at the leadership team level" She then took what she had learned and applied it to a new firm she helped found, Grit Capital. Amanda believes that Kate Wallace started her career as a financial advisor immediately after each individual and each organization is unique, with their own story. The greatest opportunities come when we make an effort to connect and build relationships." graduating from Cornell College with a degree in Secondary Education. Although she didn't have a finance background, she was committed to the idea of helping individuals with their financial goals. It is very fulfilling to be a part of the process. While Amanda loves her role at Grit Capital, it does not come without challenges. "Sometimes I find it challenging to express the depths of marketing. When Kate met her husband Allen, they were each working as independent I believe all interactions either move you closer or further from your customers financial advisors. They shared a vision to create a firm and build a team of and potential customers. Your marketing mind should always be on." highly qualified professionals that innovate, execute, and deliver cutting edge financial strategies to clients. As a result, Basepoint Wealth was founded. Their mission is to provide unrivaled financial advice though a seamless, When asked what advice she would give other professional women Amanda nteractive, cost effective process to track and meet goals. We want to put said, "Bring other women with you! If you find yourself with a seat at the table, our dients first, provide top notch advice and service and have fun doing it" pull up a chair and invite another woman to sit down." Kate is passionate about what she does and is determined to change the financial services industry for the better. "I want Basepoint Wealth to be The Grit philosophy has proven to be a good compass for Amanda in her personal and professional life. "Iwant to continue to help individuals and a launch pad for the masses of financial advisors that are currently organizations tell their stories in a compelling way while balancing my family charging their clients commissions. I want to provide a platform for other life. I want my family to see a mom and wife who works hard doing work she advisors to work as a fiduciary for their clients. If I can do that, then I've enjoys, and comes home to play, love and learn hard with them!" done my part." Kris Del Valerie Andrea Lisa Julie Koeppen Senior Mng on Offic Bassett Peing McQuillen sder anh age Herzog Worm McVay Vee Paside Asistat v hider Prate Bake F&M BANK PRIVATE BANKING, REDEFINED. 4000 1st Ave. NE · 200 First Street SW www.fmbank.biz "The Right Choice" MEMBER ON