402.769.7052

bnorby@lutz.us

LINKEDIN

BAILEY NORBY + RETIREMENT SERVICE ASSOCIATE & FINANCIAL PLANNER

Bailey Norby is a Retirement Service Associate & Financial Planner at Lutz Financial. With 2+ years of relevant experience, she specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high net-worth individuals, families, and businesses. She lives in Omaha, NE.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Client Relationship & Account Management
  • 401(k) and Retirement Plan Support
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
  • Bloomberg Certified
  • Beta Gamma Sigma Business Honor Society, 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, Volunteer
  • Siena Francis House, Volunteer
  • Love Your Melon, Past Board Member

Includer | Consistency | Woo | Analytical | Positivity

CONTACT BAILEY NORBY

7 + 8 =

About UsOur Team | Events | Careers | Locations

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