Omaha, Neb. - Lutz, a Nebraska-based business solutions firm, welcomes Pam Mathison to the Financial division in the Omaha office.

 

Pam joins the Lutz Financial team as a Client Service Associate. She is responsible for working closely with clients and custodians to provide an exceptional client experience. Mathison received her Bachelor’s degree in journalism, public relations, and business from the University of Nebraska at Kearney.

 

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.

 

Attached File(s):

Attached File 1: