Jim Guyot's Team

Jim Guyot, CFP® - Senior Wealth Manager

 jguyot@lfs-cfd.com

Jim is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and Kansas City's Endorsed Local Provider (ELP) for Long Term Care and a SmartVestor Pro, for the nationally syndicated radio talk show host, Dave Ramsey. Jim has the distinction of being one of the longest serving ELP's in the program. He was the original ELP for the entire Kansas City metro area. Due to his long and distinguished service, he was invited to be a charter member of the Dave Ramsey Investing Council since 2013. In addition, he has been recognized five consecutive years, as a Kansas City Five-Star Wealth Manager and featured in KC Magazine and KC Business magazine. His area of focus includes comprehensive financial planning, tax reduction strategies and risk management. Jim is also a member of the Board of  Directors for Creative Financial Designs, Inc., our Registered Investment Advisor. Jim is also a member of the Financial Planning Association (FPA).

Jim is passionate about overseeing Lighthouse Financial Strategies' mission in helping clients achieve their goals and financial peace. Jim works alongside our clients to ensure the strategies our team develops continue to align with their short and long-term goals.

Jim was born and raised in Ohio. He has made Kansas City his home since 1987, along with his wife Kay and daughters Kayla and Katrina. In his leisure time, he enjoys golf, skiing, traveling, and spending time at his daughter's sporting events.

FINRA Series 7, 66, Not registered in all states
Accident and Health, Life, Variable Contracts, Not registered in all states
Kansas City Five-Star Wealth Manager (featured in KC Magazine & KC Business)
NABCAP Top Area Wealth Advisor (featured in Kansas City Business Journal)



Brett Bacon - Financial Advisor

 bbacon@lighthousestrategies.com

Brett is a SmartVestor Pro, for nationally syndicated radio talk show host, Dave Ramsey. Brett received a Bachelor's of Science Degree in Finance from Kansas State University. Prior to joining Lighthouse Financial Strategies, Brett worked in private tax accounting in addition to starting his own advisory practice. He currently holds his Series 7, 66 and his life and health licenses. His area of focus includes comprehensive financial planning, tax management strategies and risk management. Brett strongly believes in the importance of aligning investment strategies with client's financial goals and objectives.

He was born and raised in Olathe, Kansas. Brett and his wife Brittany currently live in Olathe with their two daughters Ellie and Savannah. In his free time, he enjoys the outdoors, golfing, and skiing.





Melissa Middagh - Financial Planner 

 mmiddagh@lighthousestrategies.com

Melissa was born and raised in Lincoln, Nebraska. She
graduated from the University of Nebraska-Lincoln with a
Bachelor of Science degree in Finance. Melissa also completed minors in Accounting and Communication. Prior to joining Lighthouse Financial Strategies, Melissa worked for JP Morgan as a Retirement Plan Specialist. Melissa's main responsibilities with Lighthouse Financial Strategies include assisting with retirement planning and  account management. She currently holds her Series 7 and 66 license. Melissa prides herself on providing outstanding customer service for our clients.

In her free time
Melissa enjoys spending time with her family and friends, baking, and exploring Kansas City.

 

 



Tracy Mancini - Client Service Specialist

  tmancini@lfs-cfd.com

Tracy is a native of California. She relocated to the Kansas City area with her family at the age of ten. Tracy is a graduate of the University of Kansas, where she earned her Bachelors of General Studies. Following graduation, Tracy began a successful eleven year career with Coca Cola Bottling Company of Mid-America as an Area Sales Manager. Recruited by Jim to join his team, Tracy has been with Lighthouse Financial Strategies since 2007. Tracy's main responsibilities with Lighthouse Financial Strategies include assisting clients with life insurance policies and Medicare options including, Medicare Supplement Insurance and Medicare Advantage Plans. Tracy has also obtained her life and health license.

In her leisure time, Tracy enjoys the outdoors, traveling, and         
                                                                  spending time with her daughter, son, and two boxers Lucy and
                                                                  Stella.




Lynne Fields - Operations Specialist

 lfields@lighthousestrategies.com

Lynne was born and raised in the Kansas City Area. Her professional background has been in Business and Accounting. She previously worked in the Accounting departments for a local travel company and a wholesale popcorn manufacturing company. Lynne's main
responsibilities at Lighthouse Financial Strategies include asset movement, disbursements of assets, marketing and coordinating client events.

In her free time Lynne enjoys spending time with her three children, Haley, Hayden, and Holden, walking and cooking.

 



 

 

 

Kristie Zimmerman - Client Service Specialist

 kzimmerman@lighthousestrategies.com

Kristie was born and raised in Springfield, Missouri. She attended Missouri State University, where she studied Anthropology and Cultural Studies. Prior to moving to Kansas City, Kristie held the position of Private Wealth Coordinator for an advisory firm in Springfield, Missouri. Kristie joined Lighthouse Financial Strategies in September 2015. Kristie's main responsibilities with Lighthouse Financial Strategies are document preparation, resolving client servicing issues, and assisting with marketing and client events.

In her free time, Kristie enjoys spending time outdoors, biking, collegiate sports, and fostering dogs through a non-profit organization.

 

 

 

 

Kay Guyot - Accounting Officer

 kguyot@lfs-cfd.com

Kay resides in Lenexa, Kansas with Jim and their two daughters.  She has been a part of Lighthouse Financial Strategies since its inception. She handes payroll and benefits, and other financial matters.  Kay received a Bachelor of Science degree from the University of Kansas in Accounting and Business Administration.  She has an extensive corporate accounting background, initially doing investment accounting at Investors Fiduciary Trust Company.  Kay is bilingual and familiar with two other languages.  She is also detail-oriented which has been instrumental to her various project undertakings. 

She enjoys skiing, family time, drawing/sketching, entertaining, attending to her children's sporting activities, 
                                                                                and volunteering at church, school and local community.

 

 

Our team is available to see that your financial services needs are a priority!