The Team
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Advisors

Ian McIntosh

Ian McIntosh

Financial Advisor

More about me...



Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Planning Strategies
CA Insurance #0E00432


Our Staff

Michele Hartman

Michele Hartman

Financial Planning Analyst
Financial Planning Analyst