Our Team

 

Meet the professionals who can help you

Pursue Your Goals

MEET THE TEAM

The team behind Centennial Wealth Advisory is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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MICHAEL D. REESE Financial Advisor/Senior Partner

MICHAEL D. REESE, CFP®, CLU, CHFC, CTS
FOUNDER / CEO

Michael is the founder of Centennial Advisors, LLC, and Centennial Wealth Advisory, LLC. He is the host of the television show “Retiring Well,” which runs on all four major networks, and the author of “Retiring Well: How to Enjoy Retirement in Any Economy” and “The Big Retirement Lie: Why Traditional Retirement Planning Benefits the IRS More Than You.”

Over the years, Michael has been featured in Kiplinger, U.S. News & World Report and Yahoo Finance, to name a few. He also is a featured speaker at industry events, sharing his knowledge with thousands of financial advisors throughout the country on how they can better help their clients who are in the retirement red zone.

Michael’s focus on serving the needs of those who are retired (or getting close!) came from watching his grandparents retire very comfortably but then lose it all due to poor financial advice.

After seeing his grandparents suffer from that poor advice, he recognized very quickly that traditional financial planning was focused on growth and accumulation. This is great when you are working and trying to grow your savings so you can one day retire. However, retirement represents a fundamental shift in life! It is a time when you should be moving away from a growth and accumulation mindset to one focused on preservation and income. This is the mistake Michael’s grandparents made, and he wants you to learn from that mistake.

Michael lives in Austin with his wife, Becky. They have five children: Sara, Taylor, Brendan, Morgan and Madison. They are also dog lovers, so you will always find at least a couple of them taking charge of the house.



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LARRY D. FLYNN Financial Advisor/Senior Partner

LARRY D. FLYNN, IAR
FINANCIAL ADVISOR

Prior to joining Centennial Wealth in 2013, Larry owned his own accounting firm for over 25 years. A believer that minimizing income taxes and understanding tax ramifications are vital parts of any strategy, Larry added financial planning to his practice in 1999, but he has since sold the firm to work for Centennial Wealth full time.

Larry graduated in 1984 from Northwood University in Midland, Michigan, with a Bachelor of Science in business administration with a major in accounting. He is an Enrolled Agent (EA), Accredited Business Accountant (ABA) and Investment Adviser Representative (IAR). Larry has also been president of the Independent Accountants Association of Michigan three times.

Larry and his wife, Chris, are Traverse City natives who have been married for over 30 years. They have three sons, Brett, Ben and Garry, and three grandchildren, Saige, Ezra and Lilia. In his spare time, Larry enjoys running, biking, hiking and snowshoeing.



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Jonathan T. Torbet Financial Advisor/Senior Partner

Jonathan T. Torbet, IAR
Financial Advisor

Jon joined Centennial Wealth Advisory in 2005. His primary goal is to help clients create sustainable income in their retirement years, and he believes it is most important for his clients to protect the assets they have worked so hard to save. Jon truly enjoys helping clients set up a reliable retirement income structure, so they don’t have to worry about the day-to-day performance of the stock market. The biggest compliment he receives is when his clients refer their family and friends to him.

Jon has passed the Series 65 securities exam and holds the Investment Adviser Representative (IAR) designation. He also holds licenses in life, accident and health insurance as well as variable annuities in Michigan. He earned his bachelor’s degree in business administration from Grand Valley State University in 2004.

Jon is happily married to Jessica, and the couple cherishes their three children: Isaac, Noah and Emma.



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Arthur R. Canfield III Financial Advisor/Senior Partner

Arthur R. Canfield III, IAR
Financial Advisor

In addition to helping clients build more confident retirements, Art oversees all aspects of client services and office operations. He also handles marketing, compliance, human resources and office systems, along with performing other behind-the-scenes tasks.

Art passed the Series 65 securities exam and holds the Investment Adviser Representative (IAR) designation as well as a life insurance license in Michigan. He earned his bachelor’s degree in business administration from Grand Valley State University 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 10 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.

 



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Dawn R. McConnell Retirement Service Specialist

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Franz Boehm Marketing & TV Production

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Patricia “Pat” A. Somers Administrative & Operations Assistant

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Luke L. Mooi Tax Planning Advisor

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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.


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