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 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 he founded in 2008, 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.
Doug has lived in East Tennessee most of his life and currently resides in West Knoxville with his wife, Sarah, and their sons, Jack and Jake. Doug plays bass in his local church’s worship band. In his spare time, Doug competes in obstacle course races and enjoys mountain biking, hiking and NFL football.
Jonathan Wilkins Director of Operations and Client Services
Sandra Bonds Administrative Assistant
Luke LasaterTechnical Services
Catherine AyerExecutive Assistant
Evan SarshaClient Service Associate
Tate FergusonClient Service Associate
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today.