Planning Team

The McVicker team is committed to providing exceptional customer service to all of our clients. We are focused on understanding each client's individual financial goals, and we have a knowledgable, credentialed and experienced team here to guide and assist our clients as they work to acheive those goals.

If you need to schedule an appointment or request any other service, please let us know and we will respond promptly.

 
Mike McVicker

Mike McVicker, CLU®, ChFC®, RICP®

Wealth Management Advisor
Office 515-292-1441
  • FINRA Series 6, 63, 65 and 7

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Retirement Income Certified Professional (RICP®)

Mike has been challenging clients to plan for financial security since 1990. He has built his career by cultivating long-lasting relationships based upon integrity, trust and commitment. Mike enjoys helping people find the freedom that comes from a clear financial plan and strategy.

Mike loves spending time with his wife, Teresa, their five children and one grandchild at the lake and just being outside. He enjoys being involved with his church community on many levels and has participated in several mission trips overseas.

 
Travis F Allen

Travis F Allen, CFA®, CFP®, RICP®

Associate Wealth Management Advisor
  • MBA Finance - University of Iowa

  • BS Finance - Iowa State University

  • FINRA Series 63 and 7

  • Certified Financial Planner (CFP®)

  • Chartered Financial Analyst (CFA®)

Travis joined the team in 2016. As an associate wealth management advisor, he works closely with our clients to develop and execute personalized financial plans and investment strategy. Prior to joining the team, Travis spent 9 years managing investment portfolios for high net worth individuals and institutions.

 

In his free time, Travis enjoys spending time with his family and friends, travelling and watching the Cyclones.

 
Teresa M Halstead

Teresa M Halstead, CLU®, ChFC®, CFP®, RICP®

Director of Investment Operations
  • BS Finance – Iowa State University

  • FINRA Series 6, 63 and 7

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Certified Financial Planner (CFP®)

  • Retirement Income Certified Professional (RICP®)

  • Iowa Life and Health Producer's License

Teresa joined Freedom Wealth Advisors in 2006. As director of investment operations, she manages investments, market analysis and trading. Teresa brings nearly 20 years of experience in insurance.

Outside of work, Teresa enjoys cooking and reading. She has a passion for people and building relationships. Teresa is always there to help and someone that can truly be depended upon.

 

Tierney Needham

Marketing Manager
  • BS Public Relations – Iowa State University

Tierney joined the McVicker Team in 2019. As the marketing manager, she is responsible for executing marketing plans and managing client relationships. Tierney has experience in social media management, event management and communication.

In her free time, she enjoys spending time being active swimming, lifting and biking.

 

Mike McVicker, CLU®, ChFC®, RICP®
Wealth Management Advisor


Freedom Wealth Advisors

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck