HAPPENINGS 2023

Christmas Open House 2023

What an amazing time we had at our Christmas Open House! We were able to give clients a 3 lb. cake of their choice to share with their families during Christmas, visit and laugh with our clients as they stopped by the office and collect money to give to First Priority's Clothe Our Kids. Our generous clients were able to raise $7,322.00 and that is before Lentz Thompson Retirement Advisors matched it. Thank you to all that gave to this local organization that helps so many children in our community.

Richard's First Grandchild is Born!

Emma and Ryan, Richard's daughter and son-in-law, welcomed John Thompson "JT" Valentino to their family on November 30, 2023. He weighed 7 lbs. 8 oz. and was 20" long. Richard and his wife, Katie, are thrilled to be grandparents.

Congratulations on this precious miracle!

Sweet Baby JT

Proud Grandparents

Welcome New Employee, Thomas McCleskey

Thomas grew up in Hartselle, AL, and is a 2019 graduate of Hartselle High School. He graduated in May of 2023 from The University of Alabama with a degree in Family Financial Planning and joined LTRA in November of 2023. He is currently helping with client serving by answering the phone, helping set up appointments, greeting clients when they come in the office, filing and getting the conference rooms ready for meetings. He is studying to obtain financial certifications with aspirations of becoming a financial advisor. Welcome to our team, Thomas!

Trace passed the Series 7 Exam

Our Associate Advisor, Trace Lentz, recently passed the difficult Series 7 license exam(held through LPL Financial)!

The Series 7 license exam is an important stepping stone in the process of becoming a registered financial advisor. This exam demonstrates an individual's comprehension of a broad range of topics, including investment risk, regulation, customer accounts, trading and more. The exam is designed to ensure that individuals have a solid understanding of the securities industry.

Way to go Trace! We are so proud of you!

Lunch & Learn Event

We held our annual Lunch & Learn event this past Tuesday at Cook Museum of Natural Science in downtown Decatur in one of their large meeting rooms. Our speaker was Tricia Pruitt from the Better Busines Bureau. Her presentation was on Identity Theft and Fraud Prevention. We enjoyed time with our clients and their guests and hope everyone left with more knowledge on how to prevent this from happening to them.

CONGRATULATIONS TO MELANIE'S GRADUATES!

Jacob

Melanie's son, Jacob, graduated cum laude from The University of Alabama on May 6, 2023, with a Bachelor of Science degree in Commerce & Business Administration. He majored in Finance and double minored in Real Estate and Risk Management, Insurance and Financial Services.

Elijah

Melanie's son, Elijah, graduated from Hartselle High School on May 22, 2023. He will be attending the University of North Alabama in the fall and will be majoring in Engineering Technology.

WAY TO GO, TRACE!

Tracy's son, Trace

Trace graduated from The University of Alabama on May 5, 2023, with a Master's degree from the College of Human and Environmental Sciences with a concentration in Family Financial Planning. He is currently studying for the Series 7 Licensing Exam. He is employed here at Lentz Thompson Retirement Advisors as a Junior Associate.

22nd Annual Lentz Thompson Golf Tournament

We held our 22nd Annual Lentz Thompson Golf Tournament at TP Country Club in Cullman on Friday, April 21, 2023. We had 114 golfers that enjoyed a beautiful day being on the golf course with friends, lots of food and a few prizes. We look forward to this event every year. Be sure to join us next year!

Ladies' Valentine Luncheon 2023

Our 7th Annual Ladies' Valentine Luncheon was held on February 9, 2023, at The Freight House Restaurant in Hartselle, Alabama. Our speaker this year was the pastor from Westmeade Baptist Church, Rev. Justin McAlpin. We had a wonderful time being together since we had not been able to have our event the past two years due to Covid. We had many laughs, a delicious meal and a touching message. We hope each of these widow clients and their guests know just how special they are to us and to so many others.

Media