Meet Our Team

Beau Handy

Beau Handy Partner & Wealth Manager

“Without a plan, a goal is nothing more than a wish. At Guidance, I work with you to structure a plan focused on achieving your financial goals and then tailor that plan to maintain its fit until those goals become accomplishments.”

Stephen Gibson

Stephen Gibson Partner & Wealth Manager

"Our focus is on keeping a balance between safety and return. While making money is important, protecting that money is just as significant. Our goal is to strategically design portfolios that deliver satisfying returns with less volatility."

Wyatt Callison

Wyatt Callison Financial Planner

Tom Kelley

Tom Kelley Financial Planner

Terry Mulvoy

Terry Mulvoy Client Care Administrator

Mindy Burns-Haws

Mindy Burns-Haws Client Care Administrator

Mari Rey

Mari Rey Receptionist