PAM MATHISON + CLIENT SERVICE ASSOCIATE
Pam Mathison is a Client Service Associate at Lutz Financial. With 15+ years of relevant experience, she specializes in serving as the liaison between advisors, clients and custodians through all aspects of the wealth management process. She lives in Elkhorn, NE, with her children.
AREAS OF FOCUS
- Client Relationship & Account Management
- System Reports & Compilation
- Adviser Support
- Compliance Process Assistance
EDUCATIONAL BACKGROUND
- BS in Journalism, Public Relations, and Business, with highest distinction, University of Nebraska, Kearney, NE
COMMUNITY SERVICE
- TeamMates Nebraska, Mentor
Input | Individualization | Empathy | Arranger | Responsibility
CONTACT PAM MATHISON
