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HAPPENINGS

Welcome Trace, our new intern

Welcome Trace, our new intern

Trace is interning with us for the summer while attending the University of Alabama. He is studying finance and is going into his senior year this upcoming semester. He enjoys baseball, working out, and golf with his dad. ..

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Congratulations, Luke!

Congratulations, Luke!

Joy's son, Luke, graduated from Hartselle High School on May 17, 2021.  We are proud of your accomplishments and can't wait to see where life takes you next!

20th Annual Lentz Thompson Golf Tournament

Client Centered

On Friday, April 16, 2021, we had our 20th Annual Lentz Thompson Golf Tournament.  It was the largest turnout of players we have ever had.  We had a fun day of golf, delicious food, great weather, awesome prizes and lots of laughs.  Thanks to all that came!

Our Process


Our History


Our Values


Our Resources


Valentine's Day 2021

Valentine's Day 2021

We were unable to have our Annual Ladies’ Valentine Luncheon for our widow clients this year due to Covid.  Since we were not able to get together, we sent each lady a beautiful flower arrangement a few days before Valentine’s Day to let them know how special they are to us.

2020 "Grab & Go" Christmas Open House

This year due to Covid we were unable to have our traditional Christmas Open House.  We decided to have a walk through “Grab & Go” Open House.  We had box lunches from Apple Lane Farms, Mel’s Sweet Treats and Chicken Salad Chick that clients could pick up, and they also could select a mini bundt cake from Nothing Bundt Cakes.  Our clients brought new blankets, quilts and throws to help North Central Alabama Regional Council of Governments (NARCOG) with their Blanket Blessing collection.  These blankets went to homebound residents in our area.  We thank each of you for donating, and we enjoyed getting to see each client that came even if it was just for a minute.

Our Process


Our History


Our Values


Our Resources


Thank you!

Thank you!

We were excited to have our 19th Annual Lentz Thompson Golf Tournament at TP Country Club in Cullman on Friday, October 2, 2020.  We had a wonderful day with our 92 golfers.  The weather was perfect, the food was delicious, and we were glad to be able to see so many clients and guests enjoying a day of golf together after experiencing this very unusual year.  We look forward to seeing everyone next year!

Our Process
Our History
Max’s Last Day

Max’s Last Day

Our summer intern, Max, had his last day in our office on August 12, 2020.  Before he left to go back to college, he gave Tracy and Richard a golf head cover with their initials on it that he had made for them.  While he was with us this summer, he learned about our wealth management practice and had a huge roll in redesigning our website.  He also set up our LTRA Facebook and LinkedIn pages.  He was a tremendous help this summer, and we will miss him being in the office every day.  However, technology is still allowing him to help us remotely.  We wish him a wonderful year back at college, and are thankful that he can still be a part of the Lentz Thompson team.

Congrats 2020 Seniors

Our Process


Jacob McDonald

Our History


Mason Lentz

Lentz Thompson Retirement Advisors are proud of recent high school graduates, Jacob and Mason.  These young men just graduated from high school after a dramatic final semester.  Nonetheless, there are still plenty of good times ahead of them as they are both going to be attending the University of Alabama in the fall.

Just Married!

Just Married!

Amy's daughter got married on June 20th.  It was a beautiful outdoor ceremony. Congratulations to Ella Grace and Alex!


Welcome Max, our new intern

Welcome Max, our new intern

We recently hired our summer intern.  Max is from France and studies business at William Woods University in Fulton, MO.  He is a full-time student athlete on the golf team.  Fishing is his favorite thing to do when he is not playing golf or working.