Lance R. McIntosh

Lance R. McIntosh, AIF

Managing Director/Investments

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E-Mail Address

[email protected]

Phone Number

(425) 637-3624

About Me

Lance McIntosh has been in the investment industry for nearly 40 years. He works with private clients to assess their financial goals, risk tolerance, and investment time horizon, consider tax impacts, and develop their investment portfolios using a disciplined, value-based strategy. Lance and his team manage customized strategies using stocks, exchange traded funds (ETFs), mutual funds, bonds, and cash equivalents.

Lance is a Northwest native who began his career in 1985 at Drexel Burnham Lambert, where he managed private accounts. He joined Kidder, Peabody & Co. in 1989 before joining Ragen MacKenzie in 1992. In 2011, Lance became a founding principal and Director of RMG Asset Management, LLC, which moved to Stifel in 2013. Lance was named as one of Barron's Top 1,000 Financial Advisors and Top 25 Washington State Financial Advisors in 2009, 2010, 2011, and 2013. He was also named to AdvisorHub’s Advisors to Watch list in 2022, 2023, 2024, and 2025, and most recently to Forbes’ Best-in-State Wealth Advisors list for 2026.*

Lance earned a Bachelor of Arts in Business Administration from Western Washington University. He is a former member of the Board of Trustees of the Lake Washington Youth Soccer Association and is a past President and past Board member of the Crossfire Premier Soccer Club. Lance is a former Chairman of the Seafirst Bank/Butch Blum Classic golf tournament to benefit The Bob Hope Heart Institute. He has coached girl’s basketball at Redmond High School, and he has been a volunteer for Redmond Boys and Girls Club, Redmond North Little League, and A.A.U. basketball.

* Barron’s Top 1,000 Advisors, February 9, 2009, February 22, 2010, February 21, 2011, and February 16, 2013, each based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. Neither Barron’s, Forbes, nor AdvisorHub receives compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the Forbes and AdvisorHub methodology, see stifel.info/award-disclosures.

headshot of Brad McIntosh

Brad McIntosh, CWS

Financial Advisor

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E-Mail Address

[email protected]

Phone Number

(425) 623-1002

About Me

Bradley McIntosh has helped guide clients in the financial services industry since 2017. After working with The McIntosh Team out of the Stifel office in Newport Beach, Brad furthered his career in wealth management at two Orange County Registered Investment Advisory firms, Signature Estate Investment Advisors, and Northpoint Tax, Business and Wealth, where he was involved in all client-facing areas of the business. He also attained the Certified Wealth Strategist® designation. Soon after the arrival of their daughter, Brad and his wife, Meghan, relocated from Orange County to be closer to family in the Pacific Northwest.

Brad takes a comprehensive approach to helping his clients pursue their financial goals. He works closely with each client to develop customized strategies for investment management, retirement planning, tax planning, and estate planning.

Brad received a Bachelor’s in Political Science from the University of California – Los Angeles and also played Division 1 college soccer for both UCLA and the University of Washington. Outside of the office, Brad and Meghan enjoy an active lifestyle and love to work out, snowboard, and surf.

Kari Hayden

Kari Hayden

Senior Registered Client Service Associate

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E-Mail Address

[email protected]

Phone Number

(425) 637-3632

About Me

Kari Hayden began her career in the financial services industry in 1997 when she joined the Seattle office of Ragen MacKenzie. In 1999, Kari moved to the Bellevue office to work with Lance, and over the course of their long history together, Lance has come to rely on her for her attention to detail to support the managing of his practice. Kari assists in managing and balancing investment models. She also assists in the financial planning process and works to thoroughly understand clients’ lives so that the team can formulate a tailored wealth management plan for clients. She believes personalized service is essential to a successful client experience and is committed to ensuring this is delivered at all times, for all client needs.

Kari earned a Bachelor of Science in Accounting from Central Washington University in 1995. She holds Series 7, 63, and 66 securities licenses. In her free time, she enjoys a good road trip and spending time with her husband, family, and friends.

Lauren Boone

Lauren Boone

Registered Client Service Associate

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E-Mail Address

[email protected]

Phone Number

(425) 637-3611

About Me

Lauren Boone joined Stifel in December 2015. Along with maintaining administrative business functions and serving clients as needed, Lauren's diverse skill set allows her to provide operational and marketing support for the branch.

With a Bachelor of Arts in Journalism from Seattle University, Lauren has a strong background in client communications and public relations. She previously worked as a Content Manager at a local business marketing agency, 4th Avenue Media, and served the Microsoft Corporate Public Relations (PR) and Windows PR teams as an Assistant Account Executive at Waggener Edstrom. After graduation, Lauren worked in Milan, Italy, supporting regional Amazon Italy PR efforts at a boutique agency, Mirandola Comunicazione.

Eager to learn and serve in a dynamic, fast-changing industry, Lauren joined the RMG Group of Stifel to provide personalized client service and a fresh point of view. She holds Series 7 and 63 securities licenses. A Pacific Northwest native, she enjoys traveling, hiking, spending time with friends and family, and live music.