Planning Team

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®)

Rod joined the team in 2021. Rod strives to provide innovative solutions to our clients when developing strategic investment, retirement income, and insurance plans. Rod brings 26 years of experience in the financial services industry. Rod also served in the United States Army after graduation from West Point before beginning his career in financial services.

In his free time, Rod enjoys spending time with his wife, Jean, and their two sons, Jack and James. As a family, they enjoy being active in the various sports that Jack and James participate in and simply being outdoors. Rod and Jean both grew up in the same small town in Northeast Iowa.

• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• BS – United States Military Academy, West Point
• FINRA Series 7, 63, 65, and 24

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

Dee joined Freedom Wealth Advisors in 2017. Prior to her time with Northwestern Mutual she worked for an insurance company for 22 years, was an advisor's assistant at 2 other firms, and also served as an Administrative Manager to support staff on a Wealth Management Team at a Bank. Dee brings over 35 years of financial services industry experience to the team and provides a high level of organization and professionalism to our office.

As an Associate Private Wealth Advisor, her primary role is to facilitate the new account opening process for both brokerage and advisory accounts, process all payments and contributions, process trading requests as assigned by the advisors on the team, and service all investment accounts.

In her spare time, Dee enjoys reading, walking, traveling, and serving as a mentor, and facilitating bible studies through her church.

• FINRA Series 6, 63 and 7
• 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.

Chris joined Freedom Wealth Advisors in 2021 as Chief Operating Officer. He comes from a background in both operations and accounting in property management.

Chris is a graduate of Faith Baptist Bible College with a Bachelor of Science in Pastoral Studies and a Masters in Theological Studies.

Outside of work, Chris serves as a Teaching Pastor at his church and enjoys spending time with his wife and three children.

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 Mindy and daughter Nora, Bible studying/teaching, reading, playing music, spending time outdoors, watching Tennessee Volunteer football, and serving as the Student Ministries Coordinator at his church.