Taylor Prinz

402.769.7047

tprinz@lutz.us

LINKEDIN

TAYLOR PRINZ + CLIENT SERVICE ASSOCIATE

Taylor Prinz is a Client Service Associate at Lutz Financial. 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.

AREAS OF FOCUS
  • Client Relationship & Account Management
  • System Report Compilation
  • Advisor Support
  • Compliance Process Assistance
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Management, University of Nebraska, Lincoln, NE

Arranger | Communication | Adaptability | Includer | Woo

CONTACT TAYLOR PRINZ

14 + 13 =

About UsOur Team | Events | Careers | Locations

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