Financial Advisors serving Indiana for over 30 years.
About Us
Midwest Deferred Comp is a small retirement planning firm located in Indianapolis, Indiana. Our aim is to serve clients in the most ethical, responsible, and professional way possible. Our financial advisors always act in the best interest of the client, and hold themselves to the highest moral standards. Our team seeks to understand the client’s full financial picture so they can provide them with a tailored plan to help reach their goals. We stick with you up to and through retirement to help make sure needs are met.
Who We Serve
Public Servants
With former state troopers and police spouses on staff, we know the public servant experience better than any other financial advisors. With over 50 years of combined experience with public servants, we have seen and dealt with any problem you may be having, from pension to deferred compensation and everything in between.
Retirees
Whether you are retired, looking to retire, or trying to figure out whether you can retire, we can help. We work to allow retirees the opportunity to enjoy retirement, and leave the money management to us.
Municipalities
For the past 30 years, our advisors have served cities, towns, fire districts, and other governmental entities. Our goal is to take all responsibility and liability away from our clients. The plans we service have higher participation rates and employee knowledge, which then increases the chances of a successful retirement. Learn more about 457(b) plans here.
Professionals
Starting with a comprehensive retirement plan, we create the roadmap to retirement. This accumulation stage is key in order to take advantage of the power of time in the market and compound interest. Learn more about retirement planning here.
Businesses
Navigating the complex world of retirement plans can be daunting for businesses of all sizes. We work with businesses to create the plan that is tailored to your needs, and frees management up from liability and responsibility associated with the plan. Learn more about 401(k) plans here.
Those Experiencing Life Changes
Navigating a life change such as having children, marriage, divorce, and death is never easy. We ease the burden by taking care of the financial side, so you can focus on what is really important.
Community Involvement
Indiana Fraternal Order of Police
MDCS is a proud supporter of the State of Indiana FOP. We were also a sponsorship chair for the National FOP Conference held in Indianapolis.
Central Indiana Police Foundation
Amy is a founding member of the Central Indiana Police Foundation Board of Directors.
Indianapolis Fraternal Order of Police
Mike, Megan, and Owen are all members of the FOP Lodge 86. Amy is a member of Retired Police Officers Association lodge 86.
MDCS
Indianapolis Financial Advisors
Amy Haupert
Amy grew up in South Whitley, Indiana on her parent's farm. She lived there until she was hired by Indiana State Police. Amy spent 10 years as an Indiana State Trooper. While a Trooper, she attended IUPUI and Ball State University where she majored in Psychology with a minor in Sociology. As a Trooper she was working the Indianapolis 500 and was approached by the CEO of American United Life, Jerry Semler. Jerry recruited her to be a Sales Representative for their company with a specific focus on Governmental Agencies and employees. Amy resigned as an Indiana State Trooper and worked with AUL for three years. In 2001, she left AUL as an employee and started her own business Midwest Deferred Compensation Specialists, Inc. Amy has worked throughout the state of Indiana and has sold many governmental contracts. In 2008, Amy and Michael McGee merged their businesses and continued building a successful partnership.
Today, Amy still enjoys working with public safety employees. As a result of her background, she is still very passionate about the mission of the business. In her spare time, Amy enjoys spending time at her and her husband's cabin in Switzerland County and returning to the family farm to work with her nephews who continue the legacy left by her dad. Amy and Alex have one daughter, two grandchildren, nine very special nieces and nephews, and five dogs. The dog pictured, Badge, is one of Amy's five dogs and is the official FOP mascot, he attends work and other FOP social events with her.
Mike McGee
Michael McGee grew up in Highland, Indiana with his parents and three sisters. As a kid, he was always involved in some sort of team sport. He picked up playing tennis in high school and went on to play for four years in college. He attended Taylor University and graduated with a Bachelor of Science degree in business administration. A couple of days after graduation, Mike set out to Colorado to work on a working dude ranch called Lost Valley Ranch. He worked there for about a year and a half before deciding he wanted to do something more stable. His father had been in the insurance industry for 30 plus years and invited Mike to work alongside him. In 1994, Mike started his career as a financial advisor. In 2008, Mike merged his practice with Amy Haupert where they specialize in both worksite and individual retirement planning. In 2010, he completed the education and testing to become a fee-based planner.
Today, Mike still really enjoys his time both at work and time away with his family. He has two children, a daughter, Reiley, who is a college student at the University of Indianapolis, and a son, Ethan, who is a sophomore at the IU Kelley School of Business. Mike really enjoys being active with his son’s soccer team but will be seen out on his bike or working out.
Owen Atkison
Owen Atkison grew up in Franklin, Indiana with his parents and 2 brothers. He played soccer for the University of Indianapolis, winning two GLVC championships and a regional championship making it to the NCAA D2 Final Four in 2021. He graduated from the University of Indianapolis with a Bachelor of Science degree in Finance and an MBA. As a senior, he received the Dean James Conrad Finance Award for the top finance student at UIndy. After working through college as a retirement planning assistant at Harvest Investment Services, Mike approached him to come on at MDCS.
As of May 2023, Owen is a financial representative.
Away from work, he enjoys coaching youth soccer, volunteering at his church, and card collecting.
Megan Hidlebaugh
Megan Hidlebaugh is the Executive Assistant at Midwest Deferred Comp since February 2019. She received a Bachelor of Communications degree from the University of Cincinnati in 2010. Megan relocated from Ohio to Indianapolis, IN in 2010.
