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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 CLU®, ChFC®, RICP®

Founder, Partner and Private Wealth Advisor

Matthew J Nichols CFP®

Partner and Private Wealth Advisor

Cody Molacek CFP®

Financial Planning Assistant

Micah Bang CPA, MAcc

Financial Planning Analyst

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

Associate Private Wealth Advisor

Dee Monson AWMA®, FLMI, ACS

Associate Private Wealth Advisor

Kellie Tillotson

Director of Insurance Operations

Chris Lenoir B.S., M.A.

Chief Operating Officer

Taylor Jarman

Marketing Assistant