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 grown children, Connor and Ella Grace.   Amy enjoys spending time with her family, traveling, walking, reading and browsing for antiques.

^{*Not registered with LPL Financial}

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

Joy was born and raised in Decatur, Alabama.  She graduated from Austin High School and the University of North Alabama with a degree in Marketing.  She lives in Hartselle with her husband, John, and their youngest daughter.  She also has three grown children.  Her hobbies include hiking, reading and painting.

^{*Not Registered with LPL Financial}

Mason joined Lentz Thompson Retirement Advisors in June of 2024. He supports the team through troubleshooting technical issues, software support, and maintaining user access management.

Mason grew up in Decatur, Alabama, and graduated from Decatur Heritage Christian Academy in 2020.  He then graduated magna cum laude from The University of Alabama in May of 2024 with a Bachelor of Science degree in Commerce & Business Administration.  He majored in Finance and minored in Business Cybersecurity. Mason is a Graduate Student at Athens State University working towards a Masters degree in cybersecurity. In his free time, Mason enjoys traveling, working out at the gym and watching movies.

^{*Not Registered with LPL Financial}

Max Faure is a Financial Advisor at Lentz Thompson Retirement Advisors, where he supports Tracy and Richard guiding clients in their financial planning and retirement journeys.

Max graduated summa cum laude from William Woods University with a Bachelor of Science in business administration with concentration in finance and in marketing and advertising.  A year later he went back to school to pursue a Master in Business Administration from Harding University, where he graduated in the spring of 2024.  Between his two degrees, Max worked at Lentz Thompson for a year where he was able to expand his knowledge in financial planning. He takes pride in collaborating with the advisory team to deliver personalized strategies tailored to each client's unique needs.

Outside of work, Max enjoys spending time thrifting and going to estate sales with his wife Zoe.  The two of them are avid golfers, with Zoe playing at the professional level.  Max is also passionate about hunting, soccer, formula 1 and photography.

Melanie joined Lentz Thompson Retirement Advisors in 2015 and is our Marketing Director.  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 they have two grown sons, Jacob and Elijah.  Melanie enjoys traveling, being with her family, shopping and baking.

^{*Not Registered with LPL Financial}

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 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.

Trace Lentz is a Financial Advisor at Lentz Thompson Retirement Advisors, having joined the firm in 2023. A native of Decatur, Alabama, Trace has a strong background in finance and family financial planning. He holds a Bachelor’s degree in Finance with a concentration in Banking and a Master’s degree in Consumer Sciences with a concentration in Family Financial Planning, both from The University of Alabama.

Prior to beginning his professional career, Trace played baseball at Calhoun Community College. Outside of work, he enjoys staying active, going to the gym, and playing pickleball.

Trace has passed the Series 7 and Series 66 licensing exams and works with clients under the resources and support of Lentz Thompson Retirement Advisors.

Tracy L. Lentz is dedicated to providing clients with personalized attention and service, always prioritizing their best interests. His mission is to cultivate lifelong, mutually beneficial relationships, ensuring each client becomes a "Client for Life."

Tracy's journey into retirement planning was inspired by his father, who sought his advice during his own retirement in 1998. Through this experience, Tracy recognized a gap in the industry's focus on income strategies for retirees. Motivated to fill this void, he entered the financial industry in 1999 and established his independent wealth planning office in 2002.

Over the past two decades, Tracy has been privileged to serve numerous client families, addressing their retirement and wealth management needs. He attributes his success to a dedicated team, including his business partner, Richard Thompson, and a staff that treats clients with the utmost care and respect.

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 (2002)
• Completed the Next Phase Income Training Workshop in Omaha, NE (2014)

Education:

• Bachelor of Science in Corporate Finance, University of Alabama
• Master's in Banking and Finance with a concentration in Money and Investments, University of Alabama
• Former member of the University of Alabama’s golf team (1985-1990)
• Named Paul “Bear” Bryant Student-Athlete of the Year (1988)
• Academic All-American (1990-91)

Community Involvement:

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

Personal Life:

Tracy was raised in Caddo, AL, and currently resides in Decatur, AL, with his wife, Angela, and their two sons, Trace and Mason. He enjoys playing golf and spending quality time with family and friends.

Vikki joined Lentz Thompson Retirement Advisors in April 2025 as our Administrative Assistant.  She supports Tracy and Richard with a range of administrative duties from answering the phone, greeting clients when they come in for meetings, filing, and keeping the office organized.

A native of Decatur, Alabama, Vikki is a graduate of West Morgan High School, and attended Calhoun Community College.  She brings more than two decades of experience in the restaurant industry, along with seven years of administrative work in medical offices in Alabama and Tennessee.  Outside of work, she enjoys bowling, shopping and cooking for friends and family.

^{*Not registered with LPL Financial}