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

Jay-Handy

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

Jay Handy

Managing Partner
Jon-Timson

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

Jon Timson

Managing Partner
Carolyn-Hoffman

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

Carolyn Hoffman

Executive Vice President
Andrea-Batey

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

Andrea Batey

Executive Vice President
Cathy-Lilley

First National Bank, Hutchinson, KS, 1976-1994
Commerce Bank, 1994-1998
Stifel, Nicolaus, 1998-2003
Smith Barney, 2003-2009
Joined WCM in 2009

Cathy Lilley

Registered Client Service Manager
Geri-Mach

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

Gerri Mach

Operations Manager
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.