Call us toll free today at 865.240.2940

Our Team


Meet 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.

Doug serves as president of The Mentzer Group, a full-service, independent investment advisory firm dedicated to educating and serving clients throughout East Tennessee and beyond.


  • Retirement Income Strategies
  • Wealth Management
  • Asset Protection
  • Annuities
  • Life Insurance
  • Investments
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • IRA & 401(k) Rollovers
  • IRA Legacy Planning

Doug also teaches financial classes through the Oak Ridge Institute for Continued Learning, and his financial presentations have been widely attended all over Tennessee. He has received the Certified Funds Specialist and Certified Income Specialist designations from the prestigious Institute of Business and Finance. The Mentzer Group is a Registered Investment Advisor and insurance agency.

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 is involved in his local church, where he volunteers in both missions and music ministries. In his spare time, Doug plays guitar and enjoys biking, running and football.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact Doug at 865.240.2940 or by email at

Jonathan Wilkins

Director of Operations and Client Services

Bio coming soon!

Sandra Bonds

Administrative Assistant

Bio coming soon!

Sarah Mentzer

Bio coming soon!

Luke Lasater

Technical Services

Bio coming soon!

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