Broker Check
Richard D. Thompson CPA, CFP®

Richard D. Thompson CPA, CFP®

Wealth Manager / Partner

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 training.

I am equally blessed that God allowed Tracy and my paths to cross at a Rotary meeting in 2005. That meeting spawned several conversations in which Tracy shared with me his approach to retirement planning and practice management. It was that unique approach to his clients and their finances that drew me to join Tracy over a decade ago to create Lentz Thompson Retirement Advisors.

Qualifications

  • Certified Public Accountant licensed in Alabama since 2001
  • CERTIFIED FINANCIAL PLANNER™ Professional since 2003
  • Extensive training in Strategic Income Planning
  • Entire career has been spent in the Financial Services Industry


Education

  • Graduated summa cum laude from the University of Alabama in 1992 with a Bachelor of Science in Commerce and Business Administration degree


Community

  • Active Volunteer with First Priority of Greater Decatur and Frances Nungester Elementary
  • Alabama Society of CPA®’s – Active Member
  • Youth Soccer Coach
  • Previous leadership positions held with Rotary International, Financial & Estate Planning Council of Huntsville, Carnegie Visual Arts Center and Decatur Heritage Christian Academy’s Athletic Booster Club


Personal

  • Married to Katie and has four children – Emma, Caroline, Mary Lane and Payne
  • Born and raised in Decatur, Alabama
  • Active member of First Bible Church in Decatur
  • Been on mission trips to Ecuador, Haiti, Uganda and Serbia
  • Enjoys playing golf, physical fitness and painting

 

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.