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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

David McIntosh III, MBA

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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