Team

Amy Blalock

Client Relationship Manager

256-308-9769

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...

Joy Jackson

Operations Manager

256-308-9766

256-308-9769

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...

Mason Lentz

IT & Communication Administrator

256-308-9766

256-308-9769

mason@lentzthompson.com

Mason joined Lentz Thompson Retirement Advisors in June of 2024 as a Client Services Associate. He supports the team and enhances client experiences through reception and client interaction, as well as assisting advisors with various...

Max Faure

Financial Advisor

256-308-9766

5732208440

256-308-9769

max@lentzthompson.com

Max Faure is a Client Services Associate 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...

Melanie McDonald

Marketing Director

256-308-9766

256-308-9769

melanie@lentzthompson.com

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....

Richard Thompson CPA, CFP^®

Wealth Manager / Partner

256-308-9766

256-308-9769

richard@lentzthompson.com

"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...

Thomas McCleskey

Financial Advisor

256-308-9766

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...

Trace Lentz

Financial Advisor

256-308-9766

2566425440

256-308-9769

trace@lentzthompson.com

Trace Lentz is a Client Services Associate 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...

Tracy Lentz, CFS

Wealth Manager / Managing Partner

256-308-9766

256-308-9769

tracy@lentzthompson.com

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...

Vikki Mullins

Administrative Assistant

256-308-9766

256-308-9769

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...