Our Family

A_019
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.
Read More
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.
Read More
A_003

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.
Read More
A_008

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.
Read More
A_012

Lorie Krohn

Client Services
Lorie’s uses her love of family and helping others to make clients feel at home and welcome.
Read More
A_017

Lauren Ferguson

Client Services
Lauren leverages her honesty, transparency, loyalty and integrity to help clients create a confident retirement.
Read More