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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Taylor Prinz, Senior Client Service Associate, began her career in 2022 when she joined Lutz Financial. With a background in finance and management, she plays a key role in ensuring a seamless experience for both clients and advisors.
As an integral part of the wealth management process, Taylor handles account transitions, documentation, and ongoing service needs. She values problem-solving, building strong client relationships, and working collaboratively with the Lutz Financial team to deliver exceptional service.
Taylor lives in Omaha, NE. Outside the office, she maintains an active lifestyle, participating in her local run club, walking her dog, Marty, and playing sand volleyball. She also enjoys attending sporting events to support her favorite teams, the Huskers and Supernovas.