STEPHANIE BAILEY + CLIENT SERVICE ASSOCIATE
Stephanie Bailey is a Client Service Associate for Lutz Financial with over eight years of industry experience. She is responsible for working closely with clients and custodians to provide an exceptional client experience.
AREAS OF FOCUS
- Administrative Assistance
- Client Service
EDUCATIONAL BACKGROUND
- BSBA in Business Management, Bellevue University, Bellevue, NE
COMMUNITY SERVICE
- Open Door Mission, Volunteer
Restorative | Relator | Strategic | Individualization | Achiever
CONTACT STEPHANIE BAILEY
