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Taylor Prinz

Client Service Associate
Taylor Prinz is a Client Service Associate at Lutz Financial. She began her career in 2020. She specializes in serving as the liaison between advisors, clients, and custodians through all aspects of the wealth management process. Taylor lives in Omaha, NE.
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Areas of Focus
  • Client Relationship & Account Management
  • System Reports & Compilation
  • Advisor Support
  • Compliance Process Assistance
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Educational Background
  • BSBA in Finance and Management, University of Nebraska, Lincoln, NE
 
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Taylor Prinz