Professional Background

After interning during his senior year of college, Brandon McIntyre officially joined the Northwestern Mutual family in July 2009. He is currently a Wealth Management Advisor and Field Director, assisting new Financial Representatives with development.

Brandon graduated from The Ohio State University Fisher College of Business with a B.B.A. in Marketing. He has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and the Chartered Life Underwriter (CLU®) professional designation. Brandon is an active member of the Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors (NAIFA).

Personal Notes

Brandon has a deep-seated belief in positivity and wellness, which echoes through his professional and personal life. He believes in giving back through volunteer work, such as LifeCare Alliance’s “Meals on Wheels”’ program. Additionally, an avid runner, he regularly trains for and participates in half marathons, many benefiting local and national charitable organizations. A golf enthusiast, Brandon also tries to hit the golf course as frequently as possible, especially during the warm summer months.

Originally from the Toledo area, where he met his high school sweetheart and wife, Gabrielle, Brandon presently lives in Upper Arlington, Ohio. The McIntyre family is rounded out with their three young children, Harrison (Aug 2015), Kensington (Jul 2017), and Jackson (Dec 2018), as well as Draper, their sometimes neurotic Rhodesian Ridgeback. Gabrielle was a Registered Nurse (N) at Columbus’ Grant Hospital for several years, after earning a BSN from the Chamberlain College of Nursing. She left her nursing position shortly before the couple welcomed their first child in 2015. She currently organizes and manages the household, raising the children, and facilitating their participation in educational and athletic programs.

Together, the couple enjoys quality time with extended family and friends, imaginative and kid-powered strolls through the park with Draper, a good Netflix binge, and taking in the occasional movie - when they can get away for some one-on-one time.

Professional Background

Roach McIntyre & Associate welcomed Nicholas “Nick” George to Northwestern Mutual in January 2022. He currently serves as an Associate Wealth Management Advisor.

Nick earned a Bachelor’s degree in Finance and Certificate in Financial Planning from Ohio University. He is currently insurance licensed with the State of Ohio and possesses FINRA Series 63, Series 66, and Series 7 securities registrations. In September 2022, Nick obtained the Chartered Financial Consultant (ChFC®) designation.

Personal Notes

Nick is from Napoleon, a small suburb just outside of Toledo, Ohio. Being from a small town has influenced not only his personal life, but also his professional perspective. He has a strong sense of community, volunteering his time for the Crohn’s & Colitis Foundation and the Kemelgor Financial Group’s Community Outreach Committee.     

In his free time, Nick enjoys exploring Central Ohio with his Goldendoodle, Ollie. He enjoys spending time with family &friends and experiencing new events & restaurants around Columbus.

Danyelle Carr specializes in:

• Internal Operations & Controls
• Catalyst for Strategic Expansion
• Practice Protocol Implementation
• Team Development & Education

Joining the Northwestern Mutual family in 2001, Danyelle Carr managed Bob Roach’s individual practice and performed as Director of Client Relations, as well as Marketing & Communications Director until the formation of Roach McIntyre & Associates in 2014. At that time, Danyelle not only performed as Associate Wealth Management Advisor, but was also promoted to Director of Planning & Investments. With over 22 years of experience in financial services, with emphasis on planning and investments, Danyelle Carr is a valued colleague to Bob and Brandon, and currently serves as Chief Operating Officer. A highly respected member of the Roach McIntyre & Associates management team, Danyelle brings a wealth of knowledge to the practice and our clients.

Danyelle attended The Ohio State University and Ohio Dominican University, where she earned a Bachelor of Science degree in Business Administration & Management. She maintains a Life, Health, and Annuities license with the State of Ohio, as well as FINRA Series 7 and Series 63 securities registrations.

Danyelle and her husband, Bill, reside in Blacklick, Ohio with their son and two daughters. She is a proud volleyball, dance, and gymnastics mom. In her free time, Danyelle enjoys spending quality time with family and friends, watching her children grow and learn, writing, and graphic design. Danyelle is a fervent advocate in raising awareness for progressive liver disease and brain cancer – all causes that have directly affected her family.

Diane Wendel specializes in:

• Client Relations
• Legacy & Values-Based Planning
• Financial & Retirement Strategies

Please contact Diane to:

• Report objectives & goals for plan analysis
• Provide financials for all financial plans
• Discuss planning input & analysis
• Review & modify plan strategies

Diane Wendel joined Roach McIntyre & Associates in October 2019, as one of the newest members of the team’s Planning & Service Administration division. As a Financial Planning Analyst, Diane works closely with our Director of Planning to facilitate seamless communication and coordination during the planning process.

Diane matriculated at the University of Dayton, where she earned a BA in International Studies. With more than 10-years of experience in the financial services industry, she has performed extensive work in financial planning and client relations. Diane has obtained the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Chartered Financial Consultant (ChFC®) designation.

Originally from Coldwater, Ohio, Diane currently resides in Dublin, with her two monster felines. When she isn’t cleaning up cat fur, she enjoys reading, a good ice cream-eating/movie-watching binge weekend, and spending time with friends and her great-nieces & nephew.

• Signature Account Implementation
• Advisory Plan Management & Modifications
• Review advisory program & strategies
• Evaluate investment proposals & allocation
• Establish a new Signature Program account
• Facilitate goal and/or allocation modifications
• Initiate general securities transactions & trades
• Secure assistance with qualified rollovers

Shane Duckworth joined the Roach McIntyre & Associates team in January 2022, where he currently serves as Director of Investments.

An Associate Wealth Management Advisor with Northwestern Mutual, Shane was born and raised in Columbus, OH. He earned a BS in Accounting & Finance from Ohio Dominican University after a four-year stint in the Marine Corps, where he performed as a Fire Direction Controlman for an Artillery Battery while stationed at Camp Pendleton in San Diego, CA. Shane currently holds an Ohio insurance license, as well as FINRA SIE, Series 7, and Series 63 securities registrations.

Shane currently resides in Blacklick with his wife, Zoey, and their dogs. The couple is expecting a baby boy in July 2023. Shane is an avid golfer, even winning the 2022 Club Championship for Jefferson Country Club. He is huge fan of the Ohio State Buckeyes, Columbus Blue Jackets, and Cleveland Browns. In his free time, Shane enjoys the company of his family and friends, as well as traveling the world and meeting new people.

Erika Bibbee specializes in:

• Client Relations & Policy Service
• Insurance Illustrations & Ledgers
• Special Events Communication

Please contact Erika to:

• RSVP to special events
• Acquire policy and annuity data
• Request in-force ledgers & proposals
• Facilitate completion of applications & forms
• Initiate payments, deposits & withdrawals

Erika Bibbee joined the Roach McIntyre & Associates team in August 2021 with a background in customer service, marketing, and financial services. Erika currently serves as our Client Relations Manager and is the first point of contact for our practice. She strives to ensure every client is greeted with a friendly voice and receives top notch service.

Erika is a graduate of West Virginia University, where she earned a BS in Journalism and Communications. She subsequently earned a MS in Integrated Marketing Communications from West Virginia University.

When not in the office, Erika enjoys watching crime shows, shopping, indulging in chocolate, spending time with loved ones, and traveling. She currently lives in Westerville, Ohio, with her boyfriend and two spoiled dogs, Oliver and Barrett.