Small Business Week


 

Michael D. Reese, CFP® – President & CEO

 

 

 

 

 

 

 

 

 

 

 

 

Michael D. Reese, CFP® is the president and CEO of Centennial Advisors, LLC. 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.

◊ Fun Fact: Mike got to play in the World Series of Poker tournament.


Erin Arnheim – Chief Operations Officer

 

Erin has 20 years’ experience in the financial services industry.  As the COO, Erin is responsible for running the operations of the business and managing the personnel.  Erin began her career here in Austin in retail brokerage.  She then moved to Chicago where she spent 15 years in operations management with the last 13 of those years working with an investment banking team.  Erin has recently moved back home to Austin to be close to family.

 

◊ Fun Fact: I love to travel!  So a few years ago a friend and I started my birthday at the Downton Abbey castle in England and finished up the celebrations riding camels in the desert in Morocco!  This is also a friend that looks like a sister, so the other fun fact is that photo identification tools always mix us up ;).

 

 


Elizabeth James, CRPS – Financial Advisor

Elizabeth has 15 years experience in the financial services industry and focuses on wealth accumulation, protection and distribution strategies tailored to meet her clients’ lifetime income goals as well as legacy goals, all in the most tax-advantaged way. She enjoys helping those who are nearing or transitioning into retirement with the distribution phase of their wealth cycle.

◊ Fun Fact: Elizabeth’s youngest daughter, Bayla, is a competitive figure skater

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Brandy Lord – Operations Manager

 

 

 

 

 

 

 

 

 

 

 

 

Brandy is responsible for the planning and monitoring of the day-to-day business procedures, policies and processes for the firm. She assists in monitoring financial accounts, processing paperwork to ensure a smooth transition for new clients and completing account servicing requests.

◊ Fun Fact: Brandy was a dog trainer for almost 6 years!

     

 


Rebecca Reese – Client Service Associate

 

 

 

 

 

 

 

 

 

 

 

 

 

Becky previously worked in the financial industry while living in Michigan. Becky has her life and health insurance license in Texas as well as being licensed as a life and health counselor. Watching her parents age and taking them to doctors Becky’s interest in Medicare gave her the desire to learn as much as she could.

Becky and Mike have been married 27 years and have five kids, Sara, Taylor, Brendan, Morgan and Madison.

◊ Fun Fact: Becky has a race addiction.  She has ran over 50 half marathons and 4 full marathons (including the Paris Marathon)!  She has now recruited her oldest daughter Sara to run them with her!

 


Sara Reese – Design and Digital Media Manager


Sara is responsible for marketing material that brings positive brand awareness and continuity to the firm.  She is responsible for designing, developing and implementing all digital media efforts including social media, television, online seminars, radio, podcast and website engagement.
◊ Fun Fact: Sara studied abroad in Barcelona, Spain!

 


Susie Rios – Administrative Assistant

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Susie is responsible for providing an exceptional experience as the first person to interact with clients and vendors both face-to-face and over the telephone. They are your primary point of contact for questions related to scheduling/coordinating appointments, event registration and meetings.
◊ Fun Fact: Susie has a pet squirrel named Squeaker and enjoys fishing!

 

 


Kevin Wade – Financial Advisor


Kevin creates and implements a personalized financial plan for each client. He believes every client has different goals and needs, and by understanding the relationship between those individual client needs and industry trends, he is able to develop a financial plan that is tailored to his clients’ specific goals.
◊ Fun Fact: Kevin played football in college at Kansas University and now coaches his daughters high school basketball team!

 

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Centennial Advisors

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