Meet The Team
The team behind McIntosh & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Founders
Nolan McIntosh Investment Adviser Representative
Mindy McIntosh
Licensed Insurance Professional
Founder & President
Utilizing the McIntosh signature SERVE philosophy, Mindy and Nolan create retirement and insurance solutions designed to help clients achieve their goals and live their best retirement through holistic strategies.
Following college, Mindy started her insurance solutions business in 2002 and quickly grew a large network of satisfied customers. After a career in physical therapy and athletic training, Nolan decided to switch gears and provide the same type of care to his clients in the financial industry. They use their dedication to family values to offer quality services and the best solutions to help each client reach their desired retirement goals. Together, they offer a holistic approach combining health insurance, tax-efficient strategies, retirement income strategies and Social Security timing to create a comprehensive retirement plan for clients.
Mindy graduated with a bachelor’s degree from Michigan State University, and holds her life, health and accident insurance licenses. Nolan graduated from Lake Superior State University with associates and bachelor’s degrees and holds a Doctorate in Physical Therapy from Andrew’s University. Nolan holds a series 65 securities license.
The McIntosh family enjoys spending time together outdoors, especially exercising and swimming. Mindy and Nolan love to spend their free time supporting their three daughters, Haylee, Ava and Naomi, whether it’s helping with a school play or taking the girls to soccer and dance practice.
Servicing Team
Operations
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McIntosh and Associate is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and McIntosh and Associates are not affiliated companies.