LUTZ BUSINESS INSIGHTS

 

Lutz Financial Promotes Briganti to Manager

Lutz, a Nebraska-based business solutions firm, has promoted Jaime Briganti to Manager.

Jaime has been in the financial services industry for more than 11 years, and with Lutz Financial for four years. Her focus is on operations, procedures, compliance and management.

As the Manager of Client & Advisor Services for Lutz Financial, Jaime 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.

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