Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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.

founder-circle

Doug Mentzer, CFS, CIS, IAR
Insurance Professional

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

 

Sarah Mentzer
Assistant

 

Kate Master
Assistant

 

Luke LasaterTechnical Services

 

consultation-circle-small

Ready to take
The Next Step?

 

For more information about any of the products and services we provide, schedule a meeting today.

 

Request a Consultation

Or give us a call at 865.240.2940