402.827.2358

sbailey@lutz.us

STEPHANIE BAILEY + CLIENT SERVICE ASSOCIATE

Stephanie Bailey is a Client Service Associate at Lutz Financial. With 10+ years of relevant experience, she specializes in client relations, account management and billing. She serves as a liaison with custodians and clients to ensure each client receives service that exceeds their expectations. She lives in Elkhorn, NE, with her husband, three children, and their Golden Retriever and Australian Shepherd (Midas and Frankie).

AREAS OF FOCUS
  • Client Relationship & Account Management
  • Compliance Process Assistance
  • System Report Compilation
  • Account Information Analysis
  • Client Billing
EDUCATIONAL BACKGROUND
  • BSBA in Business Management, Bellevue University, Bellevue, NE
COMMUNITY SERVICE
  • Open Door Mission, Volunteer
  • Lutz Gives Back, Volunteer

Achiever | Individualization | Relator | Restorative | Self-Assurance

CONTACT STEPHANIE BAILEY

9 + 14 =

About UsOur Team | Events | Careers | Locations

Toll-Free: 866.577.0780Privacy Policy | All Content © Lutz & Company, PC 2021