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At our firm, we have the client—and only the client—in mind.

Lentz Thompson Retirement Advisors have a passion for helping our clients prepare for retirement and manage wealth throughout their lifetime. Our clients trust our advice and value our expertise. We are accessible and extremely driven to help each client pursue their specific financial goals.

Lentz Thompson Retirement Advisors focus on our client’s best interests so they have confidence and freedom to enjoy life.

Tracy Lentz

Tracy L. Lentz, CFS

Wealth Manager / Managing Partner

Richard Thompson

Richard D. Thompson CPA, CFP®

Wealth Manager / Partner

Joy Jackson

Joy O. Jackson

Operations Manager

Amy Blalock

Amy R. Blalock

Office Administrator

Melanie McDonald

Melanie B. McDonald

Marketing Administrator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services, helping INDIVIDUALS & FAMILIES as well as BUSINESS OWNERS. We can help you address your needs of today and for many years to come. We look forward to working with you.

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