Our Team

David Lentz comes to Triune Capital Advisors with a background in financial planning and wealth management. David’s experience helps him best understand his clients’ values and concerns, as it relates to their needs and financial security.

David’s priority is to address each client’s unique situation, educate them in a responsible manner, assist in solving their problems, monitor their progress, and, most importantly, keep the lines of communication open. These are all things that have made his relationship with his clients so strong over the years.

David graduated from Wake Forest University with a degree in Business, and has spent nearly his whole life in and around the financial business world, as his mother is a prominent and successful financial advisor with over 25 years’ experience in his hometown of Memphis, TN.

David’s interests of great music, culture, and food can be most attributed to his growing up in Memphis. He and his wife Kelsey are expecting their first child, a daughter, in July, and also have a rescued greyhound. David enjoys playing guitar, golfing, shooting pool, cooking, traveling, writing music, constantly learning new things, and spending time with family and friends.

Triune Capital is a full-service brokerage firm. David’s security qualifications and licenses include: Series 7, 66, 31, Life & Health, and Long Term Care.

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To learn more about Triune Capital Advisors, Contact Us to schedule a no-obligation appointment today, or call 704-714-2200.