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Pam Mathison

Client Services Manager
Pam Mathison is a Client Services Manager at Lutz Financial. She began her career in 2014. She specializes in serving as a liaison between advisors, clients, and custodians through all aspects of the wealth management process. In addition, she oversees the training and development of the Lutz Financial operations staff.
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Areas of Focus
  • Client Relationship & Account Management
  • System Reports & Compilation
  • Advisor Support
  • Compliance Process Assistance
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Community Service
  • TeamMates Nebraska, Mentor
  • Project Houseworks, Volunteer
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Educational Background
  • BS in Journalism, Public Relations and Business, University of Nebraska, Kearney, NE

Pam Mathison