Mike McVicker, CLU®, ChFC®, RICP®

Wealth Management Advisor

My Team

The 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.

 

 
Travis F Allen

Travis F Allen, CFA®, CFP®

Associate Wealth Management Advisor

Travis joined the team in 2016. Prior to joining, he spent 9 years managing investment portfolios and developing financial strategy for both individual and institutional clients. His capital market expertise coupled with an extensive financial planning background provides our team with well-rounded insights.

 

Travis is a graduate of Iowa State University with a Bachelor of Science in Finance. He is a CFA® charter holder and holds the CERTIFIED FINANCIAL PLANNERTM certification.

 
Dee Monson

Dee Monson

Director of Insurance Services
Office 515-292-1441

Dee joined Mike McVicker's team in 2017. She adds value to our team by being the Director of Insurance Services. In this role, she primarily focuses on delivering excellent client service and provides a high level of organization and professionalism to our office.  She manages the insurance approval process for our clients, as well as ensuring that all client requests and questions regarding policy owner services are handled with speed and accuracy. 

She has obtained the FINRA Series 6, 7 and 63 securities licenses in addition to holding her Iowa Life and Health producer’s license. 

 

 
Teresa M Halstead

Teresa M Halstead

Director of Investment Operations

Teresa joined Mike’s practice in 2006 and she serves the team by being the Director of Investment Operations. As our Investment Specialist, Teresa manages investment operations, market analysis, and trading.  She brings a high level of expertise and a passion for excellence to our team. 

Teresa graduated with a Bachelor of Science in Finance from Iowa State University.  She has earned the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and has obtained the FINRA Series 6, 7, and 63 securities licenses in addition to holding her Iowa Life and Health producer’s license.

 
 

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