MEET THE TEAM
The team behind The Mentzer Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Doug Mentzer, CFS, CIS, IAR
Doug Mentzer is a well-known financial advisor and speaker who is focused on helping clients work toward their retirement dreams through a well-thought-out retirement strategy.
As president of The Mentzer Group, a full-service, independent investment advisory firm, Doug is dedicated to informing and serving clients throughout East Tennessee and beyond. He uses his experience and industry knowledge to create a wide range of retirement solutions, including income strategies, wealth management, annuities, tax strategies, long-term care plans, IRA/401(k) rollovers and much more.
Jonathan Wilkins Director of Operations and Client Services
Sandra Bonds Administrative Assistant
Luke LasaterTechnical Services
Zach AdkissonClient Service Associate
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today.