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. 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

David McIntosh III, MBA

Wealth Management Advisor

Record $6.2B Dividend Payout

Demonstrating strength, Northwestern Mutual announces record $6.2B dividend payout to policyowners. Read more.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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