402.827.2300

jbriganti@lutzfinancial.com

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JAIME BRIGANTI + MANAGER OF CLIENT & ADVISER SERVICES

Jaime Briganti is a Manager of Client & Adviser Services at Lutz Financial with over 11 years of experience in the financial services industry. She is responsible for supervising and training Lutz Financial staff, as well as new advisers on operational processes. In addition, she will support all advisers in the areas of compliance implementation, client service requests, and process improvement.

AREAS OF FOCUS
  • Financial Planning Assistance
  • Client Service
  • Operations Training
  • Compliance Implementation
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
EDUCATIONAL BACKGROUND
  • AA, Pensacola State College, Pensacola, FL
  • BSBA in Business Administration, University of West Florida, Pensacola, FL
  • MBA, Midland University, Fremont, NE
  • CFP Education Courses, 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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