Amy handles the daily operations of the office and is the primary point of contact for all clients.  She is responsible for scheduling and preparing reports for client appointments and maintaining the client database.  She provides administrative support to both Tracy and Richard.  She joined Lentz Thompson Retirement Advisors in 2012. 

Amy grew up in Decatur, Alabama, and graduated from Decatur High School.  She attended Reporting Academy of Virginia in Virginia Beach, Virginia.  She lives in Priceville and has two children, Connor and Ella Grace.  Both of her children are in college.  She loves animals and has a dog, Trixie and a cat, Archie.  She enjoys spending time with her niece and nephew, painting, walking, reading and shopping for antiques. 

Joy is responsible for the internal processing of client relationships. She ensures proper and accurate establishment of client accounts, facilitates client transactions and closely tracks those transactions until completion.  She oversees all office operations and procedures and supervises office staff.  Joy also provides administrative support to both Tracy and Richard.  She joined Lentz Thompson Retirement Advisors in 2004.

Joy graduated from the University of North Alabama with a degree in Marketing.  She has a background in banking. She lives in Hartselle with her husband John and their four children.  Two of her children are in college, one is a senior in high school and she has a 3^rd grader.  Her hobbies include hiking, playing games with her kids, painting and reading.  Joy also helps her husband run a non-profit organization called Sleep In Heavenly Peace. 

Melanie joined Lentz Thompson Retirement Advisors in 2015.  She plans all of our client appreciation events, orders our marketing materials, updates our website and coordinates client communications.

Melanie was born and raised in Decatur, Alabama, and graduated from Austin High School.  She graduated magna cum laude from the University of North Alabama with a degree in business.  She is married to Jonathan and has two sons, Jacob and Elijah.  She and her family enjoy traveling, attending sporting events, and being involved with their church.

I am very blessed to have found a profession that allows me to use both my heart and my head. The Financial Planning profession allows me the opportunity to serve people by using my God-given analytical skills and decades of financial training.

I am equally blessed that God allowed Tracy and my paths to cross at a Rotary meeting in 2005. That meeting spawned several conversations in which Tracy shared with me his approach to retirement planning and practice management. It was that unique approach to his clients and their finances that drew me to join Tracy over a decade ago to create Lentz Thompson Retirement Advisors.

Qualifications

• Certified Public Accountant licensed in Alabama since 2001
• CERTIFIED FINANCIAL PLANNER™ Professional since 2003
• Extensive training in Strategic Income Planning
• Entire career has been spent in the Financial Services Industry

Education

• Graduated summa cum laude from the University of Alabama in 1992 with a Bachelor of Science in Commerce and Business Administration degree

Community

• Active Volunteer with First Priority of Greater Decatur and Frances Nungester Elementary
• Alabama Society of CPA®’s – Active Member
• Youth Soccer Coach
• Previous leadership positions held with Rotary International, Financial & Estate Planning Council of Huntsville, Carnegie Visual Arts Center and Decatur Heritage Christian Academy’s Athletic Booster Club

Personal

• Married to Katie and has four children – Emma, Caroline, Mary Lane and Payne
• Born and raised in Decatur, Alabama
• Active member of First Bible Church in Decatur
• Been on mission trips to Ecuador, Haiti, Uganda and Serbia
• Enjoys playing golf, physical fitness and painting

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

My goal is to provide our clients with the personalized attention and service they deserve and to always put their interests first.  I want each of my client relationships to be life-long and mutually beneficial to such an extent that each person I work with becomes a Client for Life!

I give my father credit for sparking my interest in retirement planning.  In 1998, he was facing a retirement decision and asked for my advice.  As we met with local investment professionals and evaluated solutions and strategies, it became obvious that the investment industry at the time was focused on accumulation strategies and not on how to create income in retirement.  I joined the financial industry in 1999 and opened my own independent wealth planning office in 2002.  Early in my career, I noticed that many people, like my father, were asking the question, 'How do I set up my plan now that I am retiring?'  The industry did not have adequate answers.  I started searching for those answers and focused my practice around providing solutions for people facing retirement decisions.

Over the past 20 years, I’ve been blessed with great client families and the opportunity to serve their retirement and wealth management needs.  In addition, I have been fortunate to surround myself with a great business partner, Richard Thompson, and a staff that is not only like family to me, but treats our clients with the attention and service they deserve.

Qualifications

• Registered Representative of LPL Financial
• Investment Advisor Representative with LPL Financial
• Certified Fund Specialist since 2002
• Trained at the Strategic Distribution Institute in Denver in 2002
• Completed the Next Phase Income Training Workshop in Omaha, NE in 2014

Education

• University of Alabama: BS, Corporate Finance; Masters in Banking and Finance with a concentration in Money and Investments
• Former member of the University of Alabama’s golf team 1985-1990
• Named Paul “Bear” Bryant Student-Athlete of the Year in 1988
• Academic All-American in 1990-91

Community

• Volunteer High School Baseball & Football Coach at Decatur Heritage Christian Academy
• Active Member of Westmeade Baptist Church

Personal

• Grew up in Caddo, AL and currently lives in Decatur, AL
• Married to Angela and father to Trace and Mason
• Enjoys playing golf and spending time with his family and friends