Walnut Capital Management

Fee only firm
Fees are transparent

Charles Schwab qualified
custodian for clients assets

Over 100 years
combined experience

About Us

We formed Walnut Capital Management in 2007 to build a firm that provides independent, professional guidance to our clients. As a fiduciary, we are driven to put clients interests ahead of our own. We are a fee only firm and our fees are transparent. Our recommendations are not based on product sales quotas. Our financial advisors are free to choose the investment products they find most suitable for meeting client’s goals & objectives. With more than 100 years combined experience, the Walnut Capital Management team has expertise you can trust. We work with Charles Schwab as the qualified custodian for our clients assets.

Meet The Team

About the Walnut Capital Management team – Jay Handy

Harvard Business School
Michigan State University
Merrill Lynch, 1987-2007
Formed Walnut Capital Management, 2007-present

Jay Handy

Managing Partner

San Diego State University
Merrill Lynch, 1994-2001
Morgan Stanley, 2001-2007
Formed Walnut Capital Management, 2007-present

Jon Timson

Managing Partner

Drury University
University of Missouri, Columbia
Smith Barney, 1997-2009
Joined Walnut Capital Management, 2009

Carolyn Hoffman

Executive Vice President

Drury University
Smith Barney, 1996-2009
Joined Walnut Capital Management, 2009

Andrea Batey

Executive Vice President

Missouri State University, B.S. Accounting
Joined WCM in 2012

Gerri Mach

Operations Manager
Dan_3 (2)

Missouri State University
Aurora University

Dan Fuller

Business Development
Holly_2 (1)

Missouri State University
Planvest Capital Management 2001-2008
Signalpoint Asset Management 2008-2013
Pinnacle Family Advisors 2016-2017

Holly Melton

Independent Financial Advisor

Client Service Associate

Kim Hamilton

Client Service Associate

Financial Analyst

Zachary Sampl

Financial Analyst
Walnut Capital Management and SignalPoint Asset Management do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. Walnut Capital Management’s investment advisory services are offered through SignalPoint Asset Management, an SEC registered investment advisor. Information contained here is for informational purposes only and is not to be considered investment advice.