Pam Mathison

Pam Mathison, Client Relations Manager, began her career in 2014. She has established herself as a skilled leader in client service and team development, drawing from her earlier experience in project management. 

Serving as a key liaison between advisors, clients, and custodians, Pam focuses on creating exceptional client experiences. She leads the training and development of the Lutz Financial client service team while implementing streamlined workflows and process enhancements to improve service delivery. By identifying operational improvements and ensuring consistency in execution, Pam fosters a high-performing team dedicated to exceeding client expectations. She prioritizes efficiency, accuracy, and proactive problem-solving to enhance overall service quality. 

Pam lives in Elkhorn, NE. Outside of work, she loves cooking and, as a self-proclaimed foodie, enjoys exploring and reviewing new restaurants while traveling. She’s also an avid reader and a fan of comedy shows.