Alyssa Morris

402.514.9200

amorris@lutz.us

LINKEDIN

ALYSSA MORRIS + OPERATIONS MANAGER

Alyssa Morris is an Operations Manager at Lutz Financial. She began her career in 2018. She is responsible for overseeing the firm’s day-to-day back-office information, client reporting processes and systems. She will also monitor the firm’s compliance policies and procedures, technology infrastructure and third-party relationships.

AREAS OF FOCUS
  • Operations
  • Data Management
  • Compliance
  • Billing & Reporting
EDUCATIONAL BACKGROUND
  • BS in Education and Human Sciences, University of Nebraska, Lincoln, NE
COMMUNITY SERVICE
  • Kappa Alpha Theta, Recruitment & Panhellenic District Director
  • University of Nebraska – Rho Chapter, Alumnae Contact Officer
  • All About Omaha, Past President

Harmony | Developer | Discipline | Belief | Relator

CONTACT ALYSSA MORRIS

12 + 13 =

About UsOur Team | Events | Careers | Locations

Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021