Omaha, Neb. – Lutz, a Nebraska-based business solutions firm, has promoted Jaime Briganti to Manager.
Jaime has been in the financial services industry for more than 11 years, and with Lutz Financial for 4 years. Her focus is on operations, procedures, compliance and management.
As the Manager of Client & Advisor Services for Lutz Financial, Jaime is responsible for supervising and training Lutz Financial staff, as well as new advisers on operational processes. In addition, she will support all advisers in the areas of compliance implementation, client service requests, and process improvement.
About Lutz Financial
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest business solutions firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.
Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services for a fee.