Here’s our story. We look forward to hearing yours.
At The Mentzer Group, our sole focus is YOU.
Because your future is far too important to leave to chance, we’re committed to helping you create sound financial strategies for the days ahead. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at The Mentzer Group is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Meet Doug Mentzer
CFS, CIS, IAR, Insurance Professional
As the president of The Mentzer Group, Doug Mentzer is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Doug got his start in the financial services industry in 2004, and in 2008 he opened his full-service, independent advisory firm to help people throughout East Tennessee and beyond. He truly enjoys helping clients grow wealth and preserve their life savings.
Doug has passed the Series 65 securities exam and holds licenses in life, accident and health insurance in Tennessee. He has received the Certified Fund Specialist (CFS) and Certified Income Specialist (CIS) designations from the prestigious Institute of Business and Finance, is an Investment Adviser Representative (IAR) and is a member of the National Ethics Association.
Doug has lived in East Tennessee for most of his life and currently resides in West Knoxville with his wife, Sarah, and their sons, Jack and Jake.
In addition, Doug is active in his local church, where he volunteers in missions and youth ministries. In his free time, Doug plays guitar and enjoys biking, running, martial arts and football.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 865.240.2940 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.