BAILEY NORBY + RETIREMENT SERVICE ASSOCIATE & FINANCIAL PLANNER
Bailey Norby is a Retirement Service Associate & Financial Planner for Lutz Financial with a Master's in Business Administration focusing in finance. She is responsible for working closely with clients and custodians to provide an exceptional client experience.
AREAS OF FOCUS
- Administrative Assistance
- Client Service
AFFILIATIONS AND CREDENTIALS
- Bloomberg Certified
- Beta Gamma Sigma, Member
EDUCATIONAL BACKGROUND
- MBA, Creighton University, Omaha, NE
- BSBA, Creighton University, Omaha, NE
COMMUNITY SERVICE
- Boys and Girls Club of the Midlands, Member
- Open Door Mission, Member
- Siena Francis House, Member
- Love Your Melon, Past Board Member
- Student Athlete Advisory Council, Past Board Member
- Building Strong Girls, Past Board Member
Includer | Consistency | Woo | Analytical | Positivity
CONTACT BAILEY NORBY
