blog

Insights

Location: Boise

blog

November 23, 2021

David McIntosh

As a Wealth Manager, David is responsible for maintaining a proactive, ongoing relationship with the families we service. He enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance, which can be rare in the financial services industry today.  David joined the firm in search of an organization specializing in long-term wealth management through the integration of [...]

Read More...

Loading...