Meet Our Team

Jim Szeszulski

Jim Szeszulski President

“Success is more than luck, it requires purposeful planning. Our clients work hard to create wealth and it’s our team’s mission to work with clients and create a plan that will protect and grow their wealth in a predictable manner.”

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

John Steinbock

John Steinbock Financial Analyst

Tom Kelley

Tom Kelley Financial Planner

Terry Mulvoy

Terry Mulvoy Client Care Administrator

Dena Clifford

Dena Clifford Client Care Administrator

Mindy Burns-Haws

Mindy Burns-Haws Client Care Administrator

Mari Rey

Mari Rey Receptionist