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.

• FINRA Series 6, 63, 65 and 7
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Retirement Income Certified Professional (RICP®)

Matt merged his practice with Freedom Wealth Advisors in 2023, and he is passionate about helping clients achieve financial goals above and beyond what they thought was even possible, through creative strategies around tax efficiency, wealth accumulation, charitable giving, and retirement distribution planning. Matt works primarily with business owners, physicians, and corporate executives nearing retirement, and he loves the ability to work with clients all over the country.

Matt plays guitar in his church worship team and is always up for anything fun, particularly if it involves being active or being outdoors! Matt’s favorite thing in the world is spending time with his wife and two beautiful daughters.

• FINRA Series 6, 63, 65 and 7
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Retirement Income Certified Professional (RICP®)

Cody joined Freedom Wealth Advisors in 2023 and brings over 12 years of financial services industry experience to the team. Most recently, he served high net worth individuals across the country by developing customized financial plans to help them navigate their complex financial needs which encompassed risk management, tax efficiency planning, and estate planning strategies.

Outside of work, Cody loves spending time with his wife, Ashley and watching their three boys compete in various sports. He has coached basketball for the past 10 years at various levels and enjoys fishing and being involved at church.

• BS from Nebraska Wesleyan University
• Executive Certificate in Financial Planning from Northwestern University

Micah joined Freedom Wealth Advisors in 2023. He began his career in Minneapolis, first obtaining his CPA and garnering two years’ experience in public accounting before shifting into comprehensive financial planning. Micah enjoys connecting with clients, serving their needs, and helping them attain their goals.

Micah and his wife Abbie enjoy spending time with friends and family, going on walks with coffee, and serving in their local church. As an Iowa native, Micah grew up with a farming background and enjoys helping his parents on their family farm in North Central Iowa.

Teresa joined Freedom Wealth Advisors in 2006. As an Associate Private Wealth Advisor, she manages investments operations, market analysis, and trading. Teresa brings over 20 years of experience in insurance.

Teresa has a passion for people and building relationships. Teresa is always there to help and someone that can truly be depended upon.

• BS Finance – Iowa State University
• FINRA Series 6, 63 and 7
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• CERTIFIED FINANCIAL PLANNER™ Professional certification
• Retirement Income Certified Professional (RICP®)
• Wealth Management Certified Professional (WMCP®)
• Iowa Life and Health Producer's License

Kellie Tillotson: B.A. in Biblical Studies; Spanish

Kellie, our Insurance Coordinator began her career in the financial planning industry in 2018. She holds her Iowa Life and Health licenses. She is originally from Lincoln, Nebraska and loves the cornhuskers. Kellie is married to her husband, Tim and loves spending time with friends doing fun things like traveling or kayaking. She is passionate about serving and loving people. As our Insurance Coordinator, Kellie is focused on all things insurance and is ready and eager to help every step of the way.

Taylor joined the Freedom Wealth Advisors team in January of 2023 as the Marketing Assistant. He comes from a background in education, ministry, and administration.

Outside of his role on the team, Taylor enjoys spending time with his wife and daughter, Bible studying/teaching, reading, playing music, spending time outdoors, and watching Tennessee Volunteer football.

Rosie went to Iowa State University and graduated with a B.S. in finance and a minor in Spanish. She is licensed in the state of Iowa for property, casualty, and life insurance. She loves to spend time outdoors camping and fishing with my family. She also loves to cook and is part of a small book club. Rosie is passionate about helping people protect their families and preserve their wealth. She is excited to help give clients a seamless experience here at Freedom Wealth Advisors.

Chad joined Freedom Wealth Advisors in 2024 as the Chief Operating Officer. He joins from a Fortune 50 company, bringing years of leadership, financial, and operational expertise. He is passionate about helping the Freedom Wealth Advisor team support our clients to unlock financial freedom.

Chad is active in the community volunteering at church and local youth sporting organizations. He is passionate about family and has a loving wife and four children.

• MBA Carlson School of Management