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
THOUGHT LEADERSHIP
Includer | Consistency | Woo | Analytical | Positivity
CONTACT BAILEY NORBY
