The Team

Kathleen G. McIntyre FLMI, ACS, ARA

Kathleen G. McIntyre FLMI, ACS, ARA

Director of Client Services

Phone: 
616-719-5008

Kathleen McIntyre began her career in the insurance industry in 1981 with a premier disability insurance carrier progressing through the ranks to Office Manager. She has also held management positions with other local insurance agencies. In her many roles, she has played a key role in the day-to-day operations of the firms and providing superior customer service to their clients. . 
 
Kathleen graduated from Grand Valley State Colleges with a Bachelor’s of Science degree in Psychology. She has earned the designations of FLMI – Fellow, Life Management Institute; ACS – Associate, Customer Service and ARA – Associate, Reinsurance Administration. She is also licensed in the State of Michigan for Life, Accident and Health Insurance, and State of Michigan Property & Casualty Insurance. Kathleen is also a Michigan Notary Public.  
 
Kathleen lives in the Caledonia area and enjoys spending time with her husband, Tom and two daughters.

Securities offered through ValMark Securities, Inc.  Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
130 Springside Drive, Suite 300 Akron, OH  44333-2431. 1-800-765-5201.  Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

See our current Customer Relationship Summary (CRS) here: Form CRS Link

 

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