When life changes or the market shifts, we know financial matters can quickly feel overwhelming. In those moments, you don’t need someone to overcomplicate things. You need a partner who puts your interests first and then leads the way with decades of expertise.
We’re proud to be that partner when you need it most.
Serving your entire financial picture with personalized advice and experienced wisdom. We're proud to be the Michigan financial advisors our clients trust.
Co-Founder, Managing Partner
Co-Founder (Retired)
Partner, Financial Advisor
Financial Advisor
Director of Operations And Client Experience
When Bill Flynn started out as a financial advisor in the 1980s, financial planning wasn’t popular yet. But Bill knew he could make a difference in the lives of his clients by serving them using his strengths and knowledge of the financial industry. From day one, he saw his relationship with clients not as a transaction, but as a partnership.
When Nathanael joined his team in 2002, he also brought his financial skills and love for connecting with people.
In 2015, we officially became Flynn Wealth Partners—more than just Michigan financial advisors, but a team committed to Bill’s goal of partnering with each client to create plans that give them and their families a clear path forward. After Bill’s retirement in 2024, the team continues to do the work that he set out to do—make a difference in every client’s financial life.
And while our team members each have their own unique gifts, none of us are content standing still. Three of our four team members have earned their CERTIFIED FINANCIAL PLANNER® certification and we all continue to dive into current financial resources and talk to other experts in the industry.
Everything we do—from our personal connections to our continued learning—is for our clients. To us, “Partner” isn’t just part of our name. It’s how we do business.
Nathanael Flynn is a second-generation financial advisor and serves as Managing Partner of Flynn Wealth Partners. He joined his father, William (Bill) Flynn at Michigan Financial Group in 2002. In 2015, the father-son team founded Flynn Wealth Partners.
As Managing Partner of the firm, Nathanael is responsible for:
Nathanael especially enjoys guiding clients through major financial decisions and helping them to pursue their goals.
Nathanael has over 20 years in the financial planning industry and holds a bachelor’s degree in Business/Economics and Biblical and Theological Studies from Wheaton College (Illinois). Nathanael has maintained his CERTIFIED FINANCIAL PLANNER™ certification since 2008. He connects regularly with a small group of experienced financial advisors from around the country to share ideas on how to better serve our clients.
Nathanael loves music and is a cellist in the Mason Symphony Orchestra. He is an avid fan of the Michigan State University Spartans. He also enjoys fishing, reading, watching movies, and spending time with family and friends. He attends and serves at The Commons Church in Okemos.
Nathanael and his wife, Marianne have been married since 1999. They live in East Lansing and have 4 kids- one in college and three still at home.
Co-Founder (Retired)
William (Bill) Flynn retired from his role at Flynn Wealth at the end of 2024 after 40 years of dedicated service in the financial sector. Bill’s career began at Michigan Financial Group in 1985, where he built trust with clients through his depth of financial knowledge. In 2015, he co-founded Flynn Wealth Partners with his son, Nathanael Flynn. Bill and Nathanael worked together for 22 years before he retired.
Bill and his wife Sheila have been married for over 50 years. In retirement, Bill has loved spending time at their cottage in southwest Michigan—where his family has been vacationing for over 100 years. He continues to serve on the boards of Greater Lansing Youth for Christ and Athletes in Action at Michigan State University. Even in retirement, Bill is no stranger to the Flynn Wealth office and still attends client events to reconnect with the Flynn Wealth family.
Scott is responsible for:
Scott joined the team in 2013. He brings more than 20 years of financial services experience. Prior to joining Flynn Wealth Partners, Scott spent 12 years at CNO Financial Group where he was a Senior Investment Analyst.
Scott earned his bachelor’s degree in Business Management from Anderson University. He completed his CERTIFIED FINANCIAL PLANNER™ certification in 2017.
Scott resides in East Lansing with his wife, Sara, and their three children. He enjoys spending time with his family, coaching basketball, and golfing. He attends and serves at The Commons Church in Okemos.
Sam is responsible for:
Sam joined the team in April 2022 and completed his CERTIFIED FINANCIAL PLANNER®
certification in 2024. Prior to joining Flynn Wealth Partners, Sam spent 4 years as an
insurance underwriter.
Sam calls Lansing home, where he enjoys life with his wife, Brittany, and their four children. Whether he’s walking the Michigan State University campus, attending a Lansing Lugnuts game, or enjoying time with friends, Sam finds joy in every corner of his community.
Sam’s passion for financial planning drives him to help you achieve your financial goals, bringing clarity and confidence to your journey. Above all, he values long-lasting friendships, and the memories made along the way. He attends and serves at The Commons Church in Okemos. Raised in this community, Sam plans to continue to invest in the Greater Lansing Area for years to come.
Investment advice offered through Private Advisor Group, a registered investment advisor. Sam Whelan is solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.
Felicia is the Director of Operations and Client Experience at Flynn Wealth Partners, where she focuses on strengthening our systems and processes to support a smooth, consistent, and well-organized client experience.
She is known as an “efficiency expert,” with a natural ability to solve complex problems and improve how things work behind the scenes. Felicia combines leveraging technology to streamline processes with a focus on creating space for what matters most: meaningful human connection. Her curiosity about people and what’s important to them shapes how she approaches her work.
Felicia earned her bachelor’s degree in Human Biology from Michigan State University.
She is responsible for:
Outside of the office, Felicia enjoys spending time with her husband, Chad, and their daughter, Avie. As a family, they enjoy playing games, crafting, and traveling together, often bringing watercolor supplies along to capture scenes from the places they visit.
She is an avid reader of both fiction and nonfiction, a dedicated runner and gardener, and someone who enjoys experiences that stretch her beyond her comfort zone.
