402.827.2300

jbriganti@lutzfinancial.com

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JAIME BRIGANTI + CLIENT SERVICE DIRECTOR

Jaime Briganti is the Client Service Director at Lutz Financial. With 12+ years of relevant experience, she specializes in implementing internal policies and procedures regarding operational activities and workflows. In addition, she is responsible for managing the operations team and assists advisers in the process of converting potential leads into clients. She lives in Elkhorn, NE, with her family.

AREAS OF FOCUS
  • Procedure & Process Efficiency Improvement
  • Compliance & Regulation Implementation
  • Operational Training & Development
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association (FPA), Member
EDUCATIONAL BACKGROUND
  • AA in Business Administration, Pensacola State College, Pensacola, FL
  • BSBA, University of West Florida, Pensacola, FL
  • MBA with a focus in Finance, Midland University, Fremont, NE
  • Career Certificate in Business Management & Financial Planning, Metropolitan Community College, Elkhorn, NE
COMMUNITY SERVICE
  • St. Patrick's Elkhorn Choir, Member
Restorative | Focus | Relator | Learner | Responsibility

CONTACT JAIME BRIGANTI

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