1-800-805-5309
 

                

 

 

Mrs. Kimberly McIntosh is the Chief Operating Officer of the firm.  She develops the strategic plan for the firm and is responsible for employee hiring, operations, and software.  She also serves on the firm's investment committee.

Education

  • Bachelor of Science Degree from the University of Texas

  • Master of Business Administration from Wayne State University  

  • Certified Public Accountant (CPA)

  • Certified Employee Benefits Specialist (CEBS)

Background

Mrs. McIntosh has 15 years of employment experience with Kronos, Ideal Software, Thomas Financial Group, Beall's Department Stores, Neiman Marcus, and Ernst & Young.