Our Family

Mindy 2019

Mindy McIntosh

Founder & President
Utilizing her signature SERVE philosophy, Mindy creates retirement and insurance solutions designed to help clients achieve their goals and live their best retirement.
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Nolan 2019

Nolan McIntosh, DPT, ATC

Investment Advisor Representative
Nolan is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
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Jennifer Yancer

Junior Associate
Jennifer is committed to not only helping clients make smart moves with their money, but also to help them truly understand their decisions.
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Alex Brandel

Associate Insurance Professional
Alex’s self-starting mentality and love of helping others helps her achieve her ultimate professional goal: guiding clients toward their dream retirement.
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Lorie Krohn

Client Services
Lorie’s uses her love of family and helping others to make clients feel at home and welcome.
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Lauren Ferguson

Associate Insurance Professional
Lauren leverages her honesty, transparency, loyalty and integrity to help clients create a confident retirement.
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