Traverse City Team
Michael D. Reese
President/Certified Financial Planner®
Michael Reese is a 20+ year veteran of the financial industry and has trained over a thousand financial advisors across the country in post-retirement financial strategies. Over the years, he has earned a number of credentials and designations, including Certified Financial Planner® (CFP), Chartered Financial Consultant (ChfC), Chartered Life Underwriter (CLU) and Certified Tax Specialist (CTS). Michael spent several years hosting his own financial planning radio program and now hosts the acclaimed show, “Retiring Well.”
Michael is the author of the book, “The Big Retirement Lie: Why Traditional Retirement Planning Benefits the IRS More Than You.” Readers of his book have given it enthusiastic reviews. He is excited to be releasing a new series of financial books in the near future.
There are many financial advisors throughout the country, on the radio and on television who all seem to be giving the same old traditional advice that has led to significant problems for today’s retirees. Michael, on the other hand, shares a new perspective of planning and has received the undivided attention of retirees as well as respected financial advisors from coast to coast. He has become one of America’s recognized retirement professionals.
Jonathan T. Torbet
Jon is one of the financial planners with Centennial Wealth Advisory. He graduated from Grand Valley State University with his B.B.A. in 2004 and joined Centennial Wealth Advisory in March of 2005. Jon holds a Series 65 license and life, accident and health licenses, and is currently working toward his Certified Financial Planning designation.
Jon’s primary goal is to help clients create sustainable income in their retirement years. He believes it is most important for his clients to protect the assets they have worked so hard to save, and to set up a reliable income structure for them during their retirement years in which they don’t have to worry about the day-to-day performance of the stock market. The biggest compliment Jon receives is when his clients refer their family and friends, because it shows that the work he’s doing is benefiting them and they’d like to share it with their loved ones.
Jon is happily married to his wife of 12 years, Jessica, and they cherish their three children: Isaac, Noah and Emma.
Arthur R. Canfield III
Financial Advisor / Director of Operations
Art is one of the financial planners with Centennial Wealth Advisory, along with overseeing all aspects of client service and office operations. He also handles marketing, compliance, human resources and office systems, along with performing a number of other behind-the-scene tasks. Art holds a Series 65 license and life insurance license.
Art graduated from Grand Valley State University with his B.B.A. in 2004 and worked in the financial industry for eight years before joining Centennial Wealth Advisory in 2012.
Art is happily married to his wife of eight years, Michele, and they adore their three children: Brayden, Faith and Mallory. As a lifelong resident of Traverse City, Art enjoys staying active in his community, helping with multiple organizations throughout the year. When Art is not working or volunteering his time, the Canfield family enjoys the beautiful wonders of Northern Michigan together.
Nancy L. Beard
Retirement Service Specialist
Nancy joined the company in February 2013. She is mainly responsible for ensuring annuity and life insurance applications get approved, funded and issued in a smooth and timely manner. This includes keeping clients informed with updates throughout the entire process.
A native of Bowling Green, Ohio, Nancy has a B.A. from Bowling Green State University in physical education and outdoor recreation, and earned a M.S. from Michigan State University in athletic administration.
Immediately prior to moving to Traverse City in 2005, Nancy was executive assistant in the hockey department of the Detroit Red Wings for 17+ years. Her first seven years in town were spent working in the banking industry. When not at work, she enjoys sports of all kinds, traveling, reading and quilting.
Dawn R. McConnell
Retirement Service Specialist
Dawn is a contact for any new business account transfers, or current service related questions. She assists Nancy in helping clients through the account transfer process while they transition to Centennial Wealth Advisory, LLC. Dawn also handles many service requests, such as, withdrawals, deposits, and beneficiary changes.
Patricia A. Somers
Administrative & Operations Assistant
Pat was born and raised in Gaylord, Michigan. She came to Traverse City to attend college at Northwestern Michigan College, fell in love with this beautiful area and has made Traverse City her home ever since.
Pat has an associate degree in business management and a Trust Operations Specialist Certification. She leads our team as administrative and operations assistant with years of experience in the financial industry and a background in trust operations.
Pat is married to Steve, and they have a cairn terrier named Robbie. In her free time, Pat enjoys outdoor activities, MSU sports, the Old Town Playhouse and get-togethers with friends and family.
Luke L. Mooi
Director of Taxation
Luke is a native of the Upper Peninsula (a Yooper) who attended University of Minnesota and Ferris State University. He graduated from Ferris State, summa cum laude in 2014 with a B.S. in accountancy and became an enrolled agent. Luke enjoys all that Northern Lower Michigan has to offer and now calls Traverse City home.
Luke is responsible for the preparation of client tax returns along with numerous tax planning tasks. Luke's enrolled agent qualification allows him to be of great service to each of the advisors in planning for our clients’ tax situation during their retirements. Luke also keeps track of all clients’ required minimum distributions and income payments.
Judy A. Bontrager
Judy joined the team the summer of 2015. She has a B.A. in family life education from Spring Arbor University. She and her husband, Brian, moved to the Williamsburg area to be nearer to their daughter and family. They love to spend their spare time riding their Harley.
At Centennial Wealth Advisory, Judy coordinates the details of the many events and client appreciation gatherings. She also assists Art with the marketing details for the northern Michigan offices.
Do you have questions about your retirement Planning?
We’ve got answers...
Request a no-obligation consultation with an advisor from Centennial Wealth Advisory, LLC!