Financial Advisor Beau Handy

Beau Handy - CFS CFP®


The Guidance Capital Management Group Team

great service starts with a great team


Beau Handy - CFS CFP®

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Beau Handy, a wealth manager, through Money Concepts Capital Corp., and Partner of Guidance Capital Management Group in Louisville, Kentucky, has been serving clients since 2012. Beau offers comprehensive financial planning in the areas of investment management, educations savings and retirement, estate, tax and insurance planning. Guidance Capital Management Group works with strategic partners such as attorneys and independent insurance agents to ensure that clients are working with professionals in each area of their financial lives. Beau enjoys the process of analyzing a client’s needs and objectives and designing a financial plan that strives to meet those needs. 

Check Beau Handy's Background

Beau

Beau Handy - CFS CFP®

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Beau Handy, a wealth manager, through Money Concepts Capital Corp., and Partner of Guidance Capital Management Group in Louisville, Kentucky, has been serving clients since 2012. Beau offers comprehensive financial planning in the areas of investment management, educations savings and retirement, estate, tax and insurance planning. Guidance Capital Management Group works with strategic partners such as attorneys and independent insurance agents to ensure that clients are working with professionals in each area of their financial lives. Beau enjoys the process of analyzing a client’s needs and objectives and designing a financial plan that strives to meet those needs. 

James Szeszulski - CFS

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

James Szeszulski is the founder and president of Guidance Capital Management Group, and he also serves on the team as an advisor. Jim founded Guidance Capital Management Group after retiring from a 25-year-career as a commercial pilot, and he has been consecutively dubbed President of the Year and Financial Advisor of the Year by Money Concepts International. Jim strives to provide clarity and confidence to his clients through his comprehensive financial management strategies.

Check James Szeszulski's Background

James

James Szeszulski - CFS

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

James Szeszulski is the founder and president of Guidance Capital Management Group, and he also serves on the team as an advisor. Jim founded Guidance Capital Management Group after retiring from a 25-year-career as a commercial pilot, and he has been consecutively dubbed President of the Year and Financial Advisor of the Year by Money Concepts International. Jim strives to provide clarity and confidence to his clients through his comprehensive financial management strategies.

Gene Walter - CIS

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Gene Walter is a wealth manager with Guidance Capital Management Group through Money Concepts in Louisville, Kentucky. Gene made the transition to the financial industry after retiring from a decade-long pitching career in professional baseball. With more than 20 years of experience in wealth management, Gene has proven himself as a service-oriented advisor who works to earn his clients’ trust. Gene offers his clients a comprehensive list of services including wealth management, estate planning, life insurance, alternative investment and retirement planning. 

 

Check Gene Walter's Background

Gene

Gene Walter - CIS

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Gene Walter is a wealth manager with Guidance Capital Management Group through Money Concepts in Louisville, Kentucky. Gene made the transition to the financial industry after retiring from a decade-long pitching career in professional baseball. With more than 20 years of experience in wealth management, Gene has proven himself as a service-oriented advisor who works to earn his clients’ trust. Gene offers his clients a comprehensive list of services including wealth management, estate planning, life insurance, alternative investment and retirement planning. 

 

Dena E.

Dena E. Clifford

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Dena Clifford joined Guidance Capital Management Group in 2015 and serves as the Director of Operations, a position focused on managing administrative processes, streamlining business operations and compliance management. Dena has worked in client services in the wealth management industry for more than 15 years, with past employers including Northern Trust and PNC Bank. She has a Bachelor of Science degree in Finance and a Master of Business Administration degree, both from DePaul University in Chicago. 

Dena E.

Dena E. Clifford

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Dena Clifford joined Guidance Capital Management Group in 2015 and serves as the Director of Operations, a position focused on managing administrative processes, streamlining business operations and compliance management. Dena has worked in client services in the wealth management industry for more than 15 years, with past employers including Northern Trust and PNC Bank. She has a Bachelor of Science degree in Finance and a Master of Business Administration degree, both from DePaul University in Chicago. 

Darren M.

Darren M. Reinhardt

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Darren Reinhardt joined Guidance Capital Management Group in 2015 and serves as a Client Care Administrator and Paraplanner. Before deciding to pursue his passions and begin a career in Finance, Darren spent eight years overseeing operations for his family’s small business. Darren is a graduate of IU Southeast with a Bachelor of Science degree in Finance. He aspires to join the advisor team at Guidance Capital.

Darren M.

Darren M. Reinhardt

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Darren Reinhardt joined Guidance Capital Management Group in 2015 and serves as a Client Care Administrator and Paraplanner. Before deciding to pursue his passions and begin a career in Finance, Darren spent eight years overseeing operations for his family’s small business. Darren is a graduate of IU Southeast with a Bachelor of Science degree in Finance. He aspires to join the advisor team at Guidance Capital.

Theresa M.

Theresa M. Mulvoy

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Terry joined Guidance Capital Management Group in 2015 and serves as a Client Care Administrator and Receptionist. She is at the front desk to greet, guide and provide administrative assistance to clients. She looks forward to getting to know each client and their individual needs. Terry is a new resident of Louisville, and moved from Madison, Wisconsin. While in Wisconsin she worked as Administrative Assistant at a not-for-profit organization focusing on issues related to the elderly and children. She has previously worked for the Diocese of Madison, St. Vincent Martyr School (NJ) and for ten years as an Associate Staff Manager with AT&T in NYC and NJ.

Theresa M.

Theresa M. Mulvoy

Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.

Terry joined Guidance Capital Management Group in 2015 and serves as a Client Care Administrator and Receptionist. She is at the front desk to greet, guide and provide administrative assistance to clients. She looks forward to getting to know each client and their individual needs. Terry is a new resident of Louisville, and moved from Madison, Wisconsin. While in Wisconsin she worked as Administrative Assistant at a not-for-profit organization focusing on issues related to the elderly and children. She has previously worked for the Diocese of Madison, St. Vincent Martyr School (NJ) and for ten years as an Associate Staff Manager with AT&T in NYC and NJ.

Darren

Darren Reinhardt

Stephen

Stephen Gibson - CPA

Cheryl A.

Cheryl A. Bowley

Cheryl A.

Cheryl A. Bowley

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Beau Handy is an independent contractor of Money Concepts

note: Guidance Capital Management Group is an independent firm and not affiliated with Money Concepts

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