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.
Jon Torbet Financial Advisor/Senior Partner
Jon Torbet
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.
Art Canfield Financial Advisor/Senior Partner
Art Canfield
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.
Nick Greenman Financial Advisor
Nick Greenman
Financial Advisor
Based out of the Gaylord, MI office, Nick is a firm believer in the holistic approach to retirement planning. Nick enjoys working with clients to develop an entire retirement picture with an emphasis on investment and portfolio design. Income planning, tax planning, long-term care planning, estate planning, and health insurance also all play a large part in the planning process; Nick thoroughly enjoys making sure that every piece to the puzzle fits! Other than the numbers, Nick’s favorite aspect of his job is hearing all the various stories from clients and being able to establish relationships for years to come.
Nick has passed the Series 65 securities exam and is an investment professional as well as a licensed life and health insurance producer in Michigan. Also, an avid golfer; he does carry his PGA card and has his private pilot’s license. Nick earned his bachelor’s degree in business from Ferris State University in 2010 and worked in the golf resort business for eight years managing the financials, marketing and team of a facility with four championship golf courses prior to joining Centennial Wealth Advisory.
Nick is happily married to his wife of 8 years, Amanda, and they just can’t get enough of their three children: Katelynn, Anna and Noah. Outside of work and sporting events, you can usually find Nick and the family on the family farm as Nick’s in-laws own and operate Cook Family Farm in Gaylord, MI.
Jack Klunder Financial Advisor
Jack Klunder
Financial Advisor
Jack joined Centennial Wealth Advisory in 2018 with a mission to use the problem solving skills he learned through teaching math and personal finance to help create individualized retirement plans that can stand the test of time. He enjoys learning about the goals and aspirations of his clients and helping them leave the legacy they hope for.
Jack passed the Series 65 securities exam and holds the Investment Adviser Representative (IAR) designation as well as a life insurance license in Michigan. He graduated from Hope College in 2005 with his BA in Mathematics and he earned his Master’s degree in Secondary Leadership. He is a lifelong learner and is excited to help you find your retirement solutions.
Jack loves going through the adventure of life with his wife Jodi and their children; Jackson, Breck, Micah, and Ellie. They are very active in their community, school and church. They love traveling and learning about new places and new people.
Luke Mooi Tax Planning Advisor, Chief Compliance Officer
Ashley Smith Operations Manager
Franz Boehm Marketing Director, TV Producer
Ray Jager Operations and Tax Services Specialist
Karen Bolmer Administrative and Marketing Assistant
Susan Kase Tax Services and Operations Specialist
Cathy Flickinger Operations Services Specialist
Leah Neverth Administrative Assistant
Michael Reese Financial Advisor/Founder
Retired
Larry Flynn Financial Advisor/Senior Partner
Ready to take the next step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.