Jaime Briganti

Jaime Briganti, Lutz Financial Principal, began her career in 2002. With many years of experience in the financial services industry, she has developed comprehensive expertise in operations management and business efficiency, progressing from customer service roles to executive leadership while serving on the Lutz Operations Board.

Specializing in operational strategy, Jaime focuses on designing internal workflows, implementing new technology solutions, and managing comprehensive client service standards. She oversees the financial division's client service team while building and maintaining the CRM with compliance policies and procedures across the organization. Jaime values creating processes that elevate the client experience and building meaningful relationships throughout their financial journey.

At Lutz, Jaime embodies the firm's commitment to establishing unshakable trust through her meticulous attention to regulatory compliance and procedural integrity. Her approach to problem-solving combined with a focused drive has been instrumental in scaling the firm's operations. Her involvement in cross-departmental technology planning helps bridge the gap between business needs and firm capabilities, ensuring Lutz stays at the forefront of efficiency and innovation. As the architect behind numerous digital transformations and workflow optimizations, she has consistently improved the quality of service while ensuring the firm maintains its regulatory obligations.

Jaime lives in Elkhorn, NE, with her husband Sam and their children, Sophia and Ethan. Outside the office, she maintains an active lifestyle, training for running events, listening to live music, riding in her Jeep with the top down, and spending time outdoors with her family.