Austin Team

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Michael D. Reese

President/Certified Financial PlannerTM

Michael Reese is a 20+ year veteran of the financial industry and has trained more than 1,000 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 PlannerTM (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.

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Kevin Wade

Financial Advisor

Kevin’s role is to create and implement a personalized financial plan to help you meet your goals. By working closely with individual clients and monitoring current industry trends, Kevin’s strives to help them see their financial goals achieved.

Kevin and his wife of 19 years, Amy, have two daughters. Native Kansans, they love all the Austin area has to offer. Kevin enjoys golfing, fishing, playing sports with his two girls, as well as spending quality time with his wife out-and-about in the area, enjoying concerts, festivals and all the great restaurants in Austin.

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Elizabeth James, CRPS

Financial Advisor

Elizabeth has 13+ 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 and the distribution phase of their wealth cycle.  Elizabeth has also earned the Chartered Retirement Plans Specialist (CRPS) designation and has expertise in working with Qualified Plans and other Retirement Accounts.

Elizabeth is from Charleston, South Carolina, where she spent many years at a “big box” brokerage firm.  She graduated from The College of Charleston in 2003 with her B.S. in Economics and a Minor in Finance.  Elizabeth holds a Series 66 Investment Advisor License and her Texas Insurance License.

 

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Olivia Smith

Office Manager - Austin

Olivia is a graduate of Southwestern University in Georgetown, where she received her B.S. in business administration with a minor in psychology. She continued her education at Austin Community College in marketing and design. At Centennial Advisors, Olivia handles all aspects of design and marketing for CA, as well as scheduling and coordinating appointments. She is your primary contact for the Austin office.

An Austin native, Olivia is a local music aficionado, enjoying the many live music events and festivals Austin has to offer. In her spare time, she also enjoys fine art painting and illustration.

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Brandy Lord

Office Manager - Temple

As the office manager, Brandy is responsible for the day-to-day administrative operations of the office, which include scheduling and coordination of all appointments and meetings. In addition to being the company's calendar 'guru', she assists the marketing team through the facilitation of all seminars. Brandy is your primary contact at our Temple office.

Brandy has an Associates Degree with a major in Criminal Justice. Outside of work, she spends her time training dogs (she has three of her own) and helps to run an Austin-based non-profit, rescue and advocacy organization.

 

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Sara Reese

Office Manager - Georgetown

Sara is a graduate of Texas State University with a degree in Marketing. She is responsible for a number of activities in the office, including marketing, client scheduling, along with administrative duties.

Since Sara is a Michigander she spends most of her spare time exploring Austin and everything it has to offer. She also is the proud owner of two Golden Retrievers that keep her busy in her off hours.

 

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