Omaha, Neb., – Lutz Financial, a SEC-Registered Investment Advisor serving the Omaha area for 15 years, has added Jordan Bechler as a Client Service Specialist.
Her primary responsibility will be working closely with clients and custodians, ensuring to provide an exceptional experience during every interaction.
Bechler began her career at Lutz last December as an administrative assistant and receptionist for both the Finance and Talent divisions. She transitions into her new role with over seven years of experience working in customer relations and management.
About Lutz Financial
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.
Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services for a fee.