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.
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.
13616 California Street, Suite 300
Omaha, NE 68154
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
601 P Street, Suite 103
Lincoln, NE 68508
3320 James Road, Suite 100
Grand Island, NE 68803