Team

Amy handles the daily operations of the office and is the primary point of contact for all clients. She is responsible for scheduling client appointments and maintaining the client database. She provides administrative support to both...

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...

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

"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...

"My goal is to provide our clients with the personalized attention and service they deserve and to always put their interest first. I want each of my client relationships to be life-long and mutually beneficial to such an extent that...