I love what I do.  At the most foundational level, I coach driven people to achieve incredibly meaningful goals.  We partner together to create a personalized plan, and we regularly take actionable steps to ensure progress is achieved.  At this point, your life is too busy and too complicated to manage your entire financial picture by yourself.  I will help you see what is possible.  

Our Mission

To provide long-term fulfillment to purpose-driven individuals by bringing clarity and confidence to their financial plan and coaching them towards their goals

Our Values

Plan-Focused.  We believe you should have a financial plan. When you do, you set yourself up to achieve extraordinary results.  With your goals as the foundation for your plan, we develop and monitor your financial “roadmap” so you have unmistakable clarity regarding how to make your goals a reality.   

Relationship-Centered.  Our desire is to go beyond the numbers so we can understand your true desires and life goals.  This produces authentic conversations that lead to relevant “next steps” for you to take in the context of a trusted relationship.     

 

Attentive Service.  We are here to serve you.  We will respond to you promptly and accurately to make sure we meet your service needs.  We want to hear from you and endeavor to anticipate what you need before you ask for it.  

 

Unwavering Enthusiasm.  Anything worthwhile is worth doing with your whole heart – we will give you our best and expect the same from you.  This is a partnership that builds off of our mutual energy and excitement to achieve something you only dreamed about.

 

Constant Development.  A plan is never finished, and we believe there is always room for growth.  Through regular coaching, we will adjust your planning to adapt to your changing life while also making sure you track towards your long-term financial goals. 

 

David McIntosh III, MBA

Wealth Management Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck