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Alyssa Morris

Operations Manager
Alyssa Morris is an Operations Manager at Lutz Financial. She began her career in 2014. Alyssa is responsible for overseeing the firm’s day-to-day back-office information, client reporting processes, and internal systems. She focuses on monitoring the firm’s data reconciliation, billing processes, system efficiencies, technology infrastructure, and third-party relationships.
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Areas of Focus
  • Operations
  • Data Management
  • Billing & Reporting
  • Process & Procedure Efficiency Improvement
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Community Service
  • Kappa Alpha Theta, Recruitment & Panhellenic District Director
  • University of Nebraska – Rho Chapter, Alumnae Contact Officer
  • All About Omaha, Past President
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Educational Background
  • BS in Education and Human Sciences, University of Nebraska, Lincoln, NE
 
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Alyssa Morris