Pam Mathison

402.778.7988

pmathison@lutz.us

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PAM MATHISON + SENIOR CLIENT SERVICE ASSOCIATE

Pam Mathison is a Senior 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, University of Nebraska, Kearney, NE
COMMUNITY SERVICE
  • TeamMates Nebraska, Mentor

Input | Individualization | Empathy | Arranger | Responsibility

CONTACT PAM MATHISON

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