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  • Arranger, Communication, Adaptability, Includer, Woo

Taylor Prinz

Senior Client Service Associate

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. 

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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
  • Project Houseworks, Volunteer
  • Lutz Gives Back, Committee Member
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Educational Background
  • BSBA in Finance and Management, University of Nebraska, Lincoln, NE
 
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Taylor Prinz