Broker Check

Joy O. Jackson

Operations Manager

Joy Jackson

Operations Manager

joy@lentzthompson.com

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 Lentz

IT & Communication Administrator

mason@lentzthompson.com

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

Financial Advisor

5732208440

max@lentzthompson.com

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.

Thomas McCleskey

Financial Advisor

256-612-1053

thomas@lentzthompson.com

Thomas McCleskey is a Financial Advisor at Lentz Thompson, where he focuses on building personalized financial strategies tailored to each client’s goals. He brings experience supporting individuals, families, trusts, and business entities, with a strong emphasis on organization, accuracy, and proactive client service.
 
Thomas previously worked with Lentz Thompson and played a key role in the firm’s transition from Osaic to LPL Financial, helping ensure a smooth and efficient broker-dealer conversion while maintaining continuity for client accounts and service.
 
He holds the Series 7 and Series 66 registrations through LPL Financial and earned his Bachelor of Science in Family Financial Planning from The University of Alabama.
 
When he’s not servicing clients, you can find Thomas in Tuscaloosa supporting all things University of Alabama athletics.

Trace Lentz

Financial Advisor

2566425440

trace@lentzthompson.com

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.

 

Vikki Mullins

Administrative Assistant

vikki@lentzthompson.com

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

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