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Recent News

Lutz Financial Announces Admission of Additional Principal

July 25, 2024

Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently announced the promotion of Jaime Briganti to Principal of Lutz Financial.

Jaime oversees the financial division’s client service team and manages its policies and procedures. Her strategic contributions have significantly scaled the firm's operations for the last decade. As the architect behind digitizing numerous processes and workflows, she has and continues to elevate the client experience.

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