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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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5 Key Items to Review During Financial Due Diligence
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Introducing Data Analytics into Your Business

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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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
 
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Pam Mathison