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Shannon Wurtele

Client Service Associate
Shannon Wurtele is a Client Service Associate at Lutz Financial. She began her career in 2022. She specializes in serving as the liaison between advisors, clients, and custodians through all aspects of the wealth management process. Shannon lives in Omaha, NE.
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Areas of Focus
  • Client Relationship & Account Management
  • System Reports & Compilation
  • Advisor Support
  • Compliance Process Assistance
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Educational Background
  • BS in Finance and Economics, University of Nebraska, Lincoln, NE

Shannon Wurtele