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James McIntosh

Home Equity Retirement Specialist

NMLS# 91936

503-730-5702

16037 SW Upper Boones Ferry Rd. | Suite 195, Tigard, OR 97224

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About Me

Jim McIntosh is a compassionate reverse mortgage specialist dedicated to helping homeowners in retirement better understand their financial options and feel confident about the future. Licensed in Oregon and Washington, Jim brings both professional knowledge and personal perspective to his work, having firsthand experience with the concerns many retirees face as they plan for long-term stability.

Jim is deeply involved in supporting his local retirement community in

Jim McIntosh is a compassionate reverse mortgage specialist dedicated to helping homeowners in retirement better understand their financial options and feel confident about the future. Licensed in Oregon and Washington, Jim brings both professional knowledge and personal perspective to his work, having firsthand experience with the concerns many retirees face as they plan for long-term stability.

Jim is deeply involved in supporting his local retirement community inWoodburn, Oregon. He is an active participant in Community Connection, an annual celebration that brings families together at Legion Park for resources, activities, and free backpacks, while also supporting local programs focused on housing, health, and recreation. Beyond this event, Jim contributes to the broader community spirit that strengthens local nonprofits and city initiatives aimed at improving quality of life for residents of all ages. He is also a member of the Woodburn Area Ministerial Association (WAMA), an organization dedicated to serving and uplifting the City of Woodburn through collaboration with community-focused organizations.

As someone who is also in — and approaching — the retirement stage of life, Jim understands the common concerns many homeowners share, including the fear of outliving their savings, managing rising costs due to inflation, and preparing for potential long-term care needs. He is passionate about educating clients on reverse mortgage solutions and retirement strategies designed to help reduce uncertainty and provide peace of mind. Jim believes strongly that clients should always remain in control of their financial decisions, and his role is to serve as a trusted guide — offering honest information, thoughtful education, and support tailored to each individual’s situation. In some cases, he recognizes that choosing not to take action may be the right decision, and he respects that every retirement journey is unique.

Outside of work, Jim stays active by playing pickleball and enjoys serving his neighbors whenever a need arises, reflecting his service-oriented mindset both professionally and personally.

With his strong community involvement, empathetic approach, and commitment to education, Jim McIntosh takes pride in helping clients navigate reverse mortgage options with clarity, confidence, and care.

. He is an active participant in Community Connection, an annual celebration that brings families together at Legion Park for resources, activities, and free backpacks, while also supporting local programs focused on housing, health, and recreation. Beyond this event, Jim contributes to the broader community spirit that strengthens local nonprofits and city initiatives aimed at improving quality of life for residents of all ages. He is also a member of the Woodburn Area Ministerial Association (WAMA), an organization dedicated to serving and uplifting the City of Woodburn through collaboration with community-focused organizations.

As someone who is also in — and approaching — the retirement stage of life, Jim understands the common concerns many homeowners share, including the fear of outliving their savings, managing rising costs due to inflation, and preparing for potential long-term care needs. He is passionate about educating clients on reverse mortgage solutions and retirement strategies designed to help reduce uncertainty and provide peace of mind. Jim believes strongly that clients should always remain in control of their financial decisions, and his role is to serve as a trusted guide — offering honest information, thoughtful education, and support tailored to each individual’s situation. In some cases, he recognizes that choosing not to take action may be the right decision, and he respects that every retirement journey is unique.

Outside of work, Jim stays active by playing pickleball and enjoys serving his neighbors whenever a need arises, reflecting his service-oriented mindset both professionally and personally.

With his strong community involvement, empathetic approach, and commitment to education, Jim McIntosh takes pride in helping clients navigate reverse mortgage options with clarity, confidence, and care.

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Common Examples of What a HECM Can Help You Do

  • Purchase a new home to fit your lifestyle needs
  • Reduce monthly expenses by paying off existing mortgage
  • Enhance your cash flow
  • Create an emergency fund
  • Fund for home repairs or upgrades
  • Fund the expense for caregivers, live-in nurses, or other in-home care
  • Protect your retirement portfolio
  • Reduce monthly expenses by paying debt
  • Incorporate housing wealth into your retirement plan
  • Increase cash to help ensure monthly bills are paid
  • Reduce the burden of out-of-pocket healthcare costs
  • Have the cash for a large expense, such as a vacation or vehicle
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